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)194,802,079.0
- RAUM (discretionary)133,548,515.0
- Actionable assets157,480,674.0
- Accounts (total)447.0
Institutional Clients
- Government AUM—
- Pension AUM5,494,050.0
- Charitable AUM471,911.0
- HNW AUM151,514,713.0