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)270,770,180.0
- RAUM (discretionary)265,684,555.0
- Actionable assets241,626,886.0
- Accounts (total)130.0
Institutional Clients
- Government AUM—
- Pension AUM9,388,565.0
- Charitable AUM1,088,807.0
- HNW AUM164,145,398.0