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)273,928,345.0
- RAUM (discretionary)265,350,979.0
- Actionable assets235,564,513.0
- Accounts (total)937.0
Institutional Clients
- Government AUM—
- Pension AUM2,903,098.0
- Charitable AUM—
- HNW AUM232,661,415.0