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)259,912,303.0
- RAUM (discretionary)258,263,895.0
- Actionable assets255,312,591.0
- Accounts (total)193.0
Institutional Clients
- Government AUM—
- Pension AUM1,648,408.0
- Charitable AUM1,086,966.0
- HNW AUM193,625,584.0