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)260,316,725.0
- RAUM (discretionary)246,112,092.0
- Actionable assets195,182,656.0
- Accounts (total)764.0
Institutional Clients
- Government AUM—
- Pension AUM14,204,633.0
- Charitable AUM591,643.0
- HNW AUM180,386,380.0