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)336,786,863.0
- RAUM (discretionary)297,202,594.0
- Actionable assets298,033,312.0
- Accounts (total)417.0
Institutional Clients
- Government AUM—
- Pension AUM3,506,837.0
- Charitable AUM26,880,046.0
- HNW AUM245,403,463.0