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)306,356,990.0
- RAUM (discretionary)244,264,411.0
- Actionable assets286,352,658.0
- Accounts (total)243.0
Institutional Clients
- Government AUM—
- Pension AUM14,593,928.0
- Charitable AUM—
- HNW AUM271,758,730.0