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)359,744,989.0
- RAUM (discretionary)344,982,760.0
- Actionable assets300,591,151.0
- Accounts (total)1,167.0
Institutional Clients
- Government AUM—
- Pension AUM22,845,392.0
- Charitable AUM5,351,159.0
- HNW AUM262,222,115.0