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)345,754,163.0
- RAUM (discretionary)292,549,408.0
- Actionable assets307,845,142.0
- Accounts (total)710.0
Institutional Clients
- Government AUM—
- Pension AUM40,295,478.0
- Charitable AUM330,411.0
- HNW AUM259,653,360.0