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)350,469,868.0
- RAUM (discretionary)332,088,168.0
- Actionable assets218,077,240.0
- Accounts (total)687.0
Institutional Clients
- Government AUM—
- Pension AUM825,700.0
- Charitable AUM692,552.0
- HNW AUM199,695,540.0