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)208,169,989.0
- RAUM (discretionary)207,301,121.0
- Actionable assets40,454,555.0
- Accounts (total)736.0
Institutional Clients
- Government AUM—
- Pension AUM8,358,261.0
- Charitable AUM—
- HNW AUM31,359,560.0