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)258,286,888.0
- RAUM (discretionary)251,102,111.0
- Actionable assets229,138,981.0
- Accounts (total)204.0
Institutional Clients
- Government AUM—
- Pension AUM7,970,266.0
- Charitable AUM214,381.0
- HNW AUM219,797,434.0