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)154,494,351.0
- RAUM (discretionary)149,448,125.0
- Actionable assets104,440,225.0
- Accounts (total)339.0
Institutional Clients
- Government AUM—
- Pension AUM5,046,226.0
- Charitable AUM487,944.0
- HNW AUM98,906,055.0