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)258,081,531.0
- RAUM (discretionary)249,129,045.0
- Actionable assets212,463,139.0
- Accounts (total)492.0
Institutional Clients
- Government AUM—
- Pension AUM2,774,526.0
- Charitable AUM1,355,878.0
- HNW AUM206,820,887.0