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)203,672,915.0
- RAUM (discretionary)189,719,009.0
- Actionable assets185,185,446.0
- Accounts (total)382.0
Institutional Clients
- Government AUM—
- Pension AUM5,379,663.0
- Charitable AUM2,221,085.0
- HNW AUM177,584,698.0