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)271,490,221.0
- RAUM (discretionary)271,304,935.0
- Actionable assets102,747,183.0
- Accounts (total)1,160.0
Institutional Clients
- Government AUM—
- Pension AUM7,033,564.0
- Charitable AUM575,467.0
- HNW AUM95,138,152.0