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)425,236,540.0
- RAUM (discretionary)391,982,542.0
- Actionable assets246,971,000.0
- Accounts (total)836.0
Institutional Clients
- Government AUM—
- Pension AUM26,957,998.0
- Charitable AUM650,000.0
- HNW AUM207,604,461.0