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)363,712,505.0
- RAUM (discretionary)363,585,278.0
- Actionable assets286,599,515.0
- Accounts (total)352.0
Institutional Clients
- Government AUM—
- Pension AUM21,225,394.0
- Charitable AUM9,277,548.0
- HNW AUM256,096,573.0