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)311,673,043.0
- RAUM (discretionary)304,909,436.0
- Actionable assets231,957,891.0
- Accounts (total)1,018.0
Institutional Clients
- Government AUM—
- Pension AUM624,332.0
- Charitable AUM269,764.0
- HNW AUM221,640,264.0