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)191,288,183.0
- RAUM (discretionary)159,605,963.0
- Actionable assets178,333,722.0
- Accounts (total)473.0
Institutional Clients
- Government AUM—
- Pension AUM27,860,365.0
- Charitable AUM171,368.0
- HNW AUM142,235,187.0