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)319,233,679.0
- RAUM (discretionary)285,440,589.0
- Actionable assets173,147,127.0
- Accounts (total)978.0
Institutional Clients
- Government AUM—
- Pension AUM33,793,090.0
- Charitable AUM—
- HNW AUM139,354,037.0