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)279,547,375.0
- RAUM (discretionary)268,608,067.0
- Actionable assets274,197,978.0
- Accounts (total)157.0
Institutional Clients
- Government AUM—
- Pension AUM2,057,676.0
- Charitable AUM22,076,421.0
- HNW AUM173,663,157.0