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)256,037,883.0
- RAUM (discretionary)250,724,181.0
- Actionable assets230,709,490.0
- Accounts (total)610.0
Institutional Clients
- Government AUM—
- Pension AUM38,293,444.0
- Charitable AUM—
- HNW AUM185,273,449.0