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)312,223,408.0
- RAUM (discretionary)294,866,135.0
- Actionable assets292,556,194.0
- Accounts (total)699.0
Institutional Clients
- Government AUM—
- Pension AUM844,403.0
- Charitable AUM4,425,666.0
- HNW AUM283,658,275.0