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)340,203,392.0
- RAUM (discretionary)336,788,482.0
- Actionable assets326,448,471.0
- Accounts (total)518.0
Institutional Clients
- Government AUM—
- Pension AUM10,215,616.0
- Charitable AUM—
- HNW AUM316,232,855.0