SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)240,969,771.0
- RAUM (discretionary)232,111,597.0
- Actionable assets213,692,744.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM42,359,273.0
- Charitable AUM2,267,407.0
- HNW AUM166,630,562.0