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)246,912,650.0
- RAUM (discretionary)207,678,037.0
- Actionable assets145,490,830.0
- Accounts (total)1,306.0
Institutional Clients
- Government AUM—
- Pension AUM65,310,431.0
- Charitable AUM—
- HNW AUM80,180,399.0