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)356,338,772.0
- RAUM (discretionary)295,225,772.0
- Actionable assets220,826,862.0
- Accounts (total)1,332.0
Institutional Clients
- Government AUM—
- Pension AUM3,530,493.0
- Charitable AUM2,058,175.0
- HNW AUM212,685,833.0