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)207,248,417.0
- RAUM (discretionary)200,272,882.0
- Actionable assets196,228,532.0
- Accounts (total)278.0
Institutional Clients
- Government AUM—
- Pension AUM2,081,239.0
- Charitable AUM36,404,550.0
- HNW AUM147,504,766.0