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)52,004,472.0
- RAUM (discretionary)48,467,658.0
- Actionable assets19,834,880.0
- Accounts (total)198.0
Institutional Clients
- Government AUM—
- Pension AUM2,866,194.0
- Charitable AUM4,383,386.0
- HNW AUM9,852,455.0