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)307,580,850.0
- RAUM (discretionary)290,566,413.0
- Actionable assets284,992,607.0
- Accounts (total)504.0
Institutional Clients
- Government AUM130,331,845.0
- Pension AUM—
- Charitable AUM585,280.0
- HNW AUM154,075,482.0