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)225,671,960.0
- RAUM (discretionary)141,061,319.0
- Actionable assets222,367,662.0
- Accounts (total)309.0
Institutional Clients
- Government AUM—
- Pension AUM960,151.0
- Charitable AUM76,276,647.0
- HNW AUM12,892,502.0