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)360,734,050.0
- RAUM (discretionary)132,409,846.0
- Actionable assets259,659,344.0
- Accounts (total)465.0
Institutional Clients
- Government AUM—
- Pension AUM22,794,243.0
- Charitable AUM3,483,798.0
- HNW AUM154,901,002.0