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)223,771,861.0
- RAUM (discretionary)214,319,839.0
- Actionable assets143,839,592.0
- Accounts (total)690.0
Institutional Clients
- Government AUM1,100,194.0
- Pension AUM—
- Charitable AUM12,882,215.0
- HNW AUM129,310,899.0