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)249,466,930.0
- RAUM (discretionary)249,466,930.0
- Actionable assets219,906,756.0
- Accounts (total)476.0
Institutional Clients
- Government AUM—
- Pension AUM6,305,695.0
- Charitable AUM989,699.0
- HNW AUM212,611,362.0