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)309,319,538.0
- RAUM (discretionary)305,010,223.0
- Actionable assets243,239,408.0
- Accounts (total)898.0
Institutional Clients
- Government AUM—
- Pension AUM4,309,315.0
- Charitable AUM—
- HNW AUM238,930,093.0