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)484,155,793.0
- RAUM (discretionary)480,879,453.0
- Actionable assets462,185,740.0
- Accounts (total)109.0
Institutional Clients
- Government AUM286,543,245.0
- Pension AUM—
- Charitable AUM25,725,225.0
- HNW AUM91,454,892.0