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)197,216,763.0
- RAUM (discretionary)182,690,972.0
- Actionable assets112,266,710.0
- Accounts (total)965.0
Institutional Clients
- Government AUM—
- Pension AUM7,897,715.0
- Charitable AUM109,709.0
- HNW AUM104,259,286.0