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)376,705,928.0
- RAUM (discretionary)350,251,773.0
- Actionable assets343,021,773.0
- Accounts (total)394.0
Institutional Clients
- Government AUM—
- Pension AUM1,364,512.0
- Charitable AUM—
- HNW AUM340,265,465.0