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)257,745,978.0
- RAUM (discretionary)132,816,182.0
- Actionable assets230,237,966.0
- Accounts (total)129.0
Institutional Clients
- Government AUM—
- Pension AUM214,054,423.0
- Charitable AUM7,070,246.0
- HNW AUM9,113,297.0