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)298,451,193.0
- RAUM (discretionary)298,102,300.0
- Actionable assets249,836,498.0
- Accounts (total)1,165.0
Institutional Clients
- Government AUM—
- Pension AUM1,913,730.0
- Charitable AUM3,719,608.0
- HNW AUM241,608,826.0