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)508,437,827.0
- RAUM (discretionary)385,164,377.0
- Actionable assets438,226,596.0
- Accounts (total)336.0
Institutional Clients
- Government AUM—
- Pension AUM2,064,441.0
- Charitable AUM—
- HNW AUM175,970,614.0