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)113,342,695.0
- RAUM (discretionary)104,564,167.0
- Actionable assets89,001,428.0
- Accounts (total)476.0
Institutional Clients
- Government AUM—
- Pension AUM2,900,115.0
- Charitable AUM209,565.0
- HNW AUM85,891,748.0