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)204,570,207.0
- RAUM (discretionary)201,558,354.0
- Actionable assets183,115,405.0
- Accounts (total)344.0
Institutional Clients
- Government AUM—
- Pension AUM8,079,265.0
- Charitable AUM4,085,240.0
- HNW AUM170,457,453.0