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)312,410,004.0
- RAUM (discretionary)279,534,361.0
- Actionable assets139,350,741.0
- Accounts (total)1,136.0
Institutional Clients
- Government AUM—
- Pension AUM32,875,643.0
- Charitable AUM—
- HNW AUM106,475,098.0