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)433,680,906.0
- RAUM (discretionary)352,041,357.0
- Actionable assets408,632,057.0
- Accounts (total)398.0
Institutional Clients
- Government AUM—
- Pension AUM21,789,813.0
- Charitable AUM6,304,972.0
- HNW AUM195,832,676.0