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)282,486,525.0
- RAUM (discretionary)281,723,933.0
- Actionable assets263,810,603.0
- Accounts (total)314.0
Institutional Clients
- Government AUM—
- Pension AUM1,024,213.0
- Charitable AUM—
- HNW AUM46,125,515.0