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)370,224,842.0
- RAUM (discretionary)344,210,145.0
- Actionable assets352,373,847.0
- Accounts (total)597.0
Institutional Clients
- Government AUM—
- Pension AUM26,231,917.0
- Charitable AUM33,420,037.0
- HNW AUM292,536,032.0