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)171,257,967.0
- RAUM (discretionary)160,822,174.0
- Actionable assets86,870,129.0
- Accounts (total)808.0
Institutional Clients
- Government AUM—
- Pension AUM2,961,409.0
- Charitable AUM6,495,942.0
- HNW AUM77,412,778.0