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)225,740,627.0
- RAUM (discretionary)218,438,521.0
- Actionable assets208,787,903.0
- Accounts (total)712.0
Institutional Clients
- Government AUM—
- Pension AUM2,357,905.0
- Charitable AUM7,500,195.0
- HNW AUM197,303,697.0