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)300,480,136.0
- RAUM (discretionary)267,890,432.0
- Actionable assets278,402,197.0
- Accounts (total)364.0
Institutional Clients
- Government AUM—
- Pension AUM169,990,348.0
- Charitable AUM1,107,904.0
- HNW AUM101,996,786.0