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)415,794,260.0
- RAUM (discretionary)346,786,956.0
- Actionable assets403,600,030.0
- Accounts (total)170.0
Institutional Clients
- Government AUM—
- Pension AUM1,486,330.0
- Charitable AUM—
- HNW AUM339,009,917.0