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)244,465,739.0
- RAUM (discretionary)211,856,819.0
- Actionable assets208,967,067.0
- Accounts (total)413.0
Institutional Clients
- Government AUM—
- Pension AUM25,919,814.0
- Charitable AUM2,675,477.0
- HNW AUM180,371,776.0