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)298,047,920.0
- RAUM (discretionary)297,794,536.0
- Actionable assets254,448,668.0
- Accounts (total)766.0
Institutional Clients
- Government AUM—
- Pension AUM8,660,737.0
- Charitable AUM6,747,950.0
- HNW AUM239,039,981.0