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)264,496,202.0
- RAUM (discretionary)263,695,830.0
- Actionable assets226,076,780.0
- Accounts (total)350.0
Institutional Clients
- Government AUM—
- Pension AUM5,692,402.0
- Charitable AUM439,434.0
- HNW AUM219,944,944.0