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)230,424,004.0
- RAUM (discretionary)222,865,629.0
- Actionable assets215,247,390.0
- Accounts (total)424.0
Institutional Clients
- Government AUM—
- Pension AUM5,118,941.0
- Charitable AUM19,813,038.0
- HNW AUM188,580,242.0