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)206,178,193.0
- RAUM (discretionary)204,676,177.0
- Actionable assets116,365,451.0
- Accounts (total)615.0
Institutional Clients
- Government AUM—
- Pension AUM248,418.0
- Charitable AUM3,768,527.0
- HNW AUM112,348,506.0