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)155,481,936.0
- RAUM (discretionary)148,681,187.0
- Actionable assets140,413,493.0
- Accounts (total)421.0
Institutional Clients
- Government AUM—
- Pension AUM6,800,749.0
- Charitable AUM181,693.0
- HNW AUM107,557,830.0