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)264,674,639.0
- RAUM (discretionary)263,017,741.0
- Actionable assets204,161,860.0
- Accounts (total)750.0
Institutional Clients
- Government AUM37,531,748.0
- Pension AUM29,196,201.0
- Charitable AUM9,929,552.0
- HNW AUM126,566,371.0