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)390,331,995.0
- RAUM (discretionary)380,486,700.0
- Actionable assets247,400,882.0
- Accounts (total)1,760.0
Institutional Clients
- Government AUM—
- Pension AUM9,845,295.0
- Charitable AUM—
- HNW AUM237,555,587.0