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)388,105,451.0
- RAUM (discretionary)368,033,244.0
- Actionable assets376,624,856.0
- Accounts (total)748.0
Institutional Clients
- Government AUM—
- Pension AUM18,995,558.0
- Charitable AUM646,323.0
- HNW AUM356,982,975.0