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)949,996,894.0
- RAUM (discretionary)164,537,128.0
- Actionable assets826,724,146.0
- Accounts (total)167.0
Institutional Clients
- Government AUM—
- Pension AUM719,219.0
- Charitable AUM—
- HNW AUM724,936,566.0