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)279,215,750.0
- RAUM (discretionary)257,667,064.0
- Actionable assets269,620,552.0
- Accounts (total)215.0
Institutional Clients
- Government AUM—
- Pension AUM22,476,556.0
- Charitable AUM10,979,243.0
- HNW AUM233,203,080.0