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)306,991,305.0
- RAUM (discretionary)269,974,078.0
- Actionable assets270,387,456.0
- Accounts (total)461.0
Institutional Clients
- Government AUM—
- Pension AUM655,227.0
- Charitable AUM550,474.0
- HNW AUM190,672,792.0