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)158,251,676.0
- RAUM (discretionary)155,472,226.0
- Actionable assets146,560,589.0
- Accounts (total)196.0
Institutional Clients
- Government AUM—
- Pension AUM3,185,055.0
- Charitable AUM5,708,425.0
- HNW AUM137,601,882.0