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)415,439,107.0
- RAUM (discretionary)359,641,798.0
- Actionable assets296,919,908.0
- Accounts (total)1,263.0
Institutional Clients
- Government AUM—
- Pension AUM55,797,309.0
- Charitable AUM35,193,943.0
- HNW AUM186,768,821.0