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)200,749,508.0
- RAUM (discretionary)181,709,044.0
- Actionable assets152,100,702.0
- Accounts (total)2,036.0
Institutional Clients
- Government AUM—
- Pension AUM5,656,718.0
- Charitable AUM1,394,981.0
- HNW AUM141,192,883.0