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)244,695,549.0
- RAUM (discretionary)223,250,603.0
- Actionable assets171,788,738.0
- Accounts (total)1,092.0
Institutional Clients
- Government AUM—
- Pension AUM56,581.0
- Charitable AUM5,250.0
- HNW AUM171,141,547.0