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)260,916,167.0
- RAUM (discretionary)251,699,448.0
- Actionable assets93,557,453.0
- Accounts (total)2,074.0
Institutional Clients
- Government AUM—
- Pension AUM9,216,719.0
- Charitable AUM—
- HNW AUM84,340,734.0