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)321,771,981.0
- RAUM (discretionary)293,421,967.0
- Actionable assets203,622,224.0
- Accounts (total)426.0
Institutional Clients
- Government AUM—
- Pension AUM56,582,830.0
- Charitable AUM—
- HNW AUM147,039,394.0