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)323,733,001.0
- RAUM (discretionary)311,428,664.0
- Actionable assets273,104,109.0
- Accounts (total)229.0
Institutional Clients
- Government AUM—
- Pension AUM12,304,337.0
- Charitable AUM—
- HNW AUM260,799,772.0