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)176,235,342.0
- RAUM (discretionary)165,120,399.0
- Actionable assets118,029,704.0
- Accounts (total)642.0
Institutional Clients
- Government AUM—
- Pension AUM13,616,982.0
- Charitable AUM1,106,332.0
- HNW AUM97,607,641.0