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)410,884,303.0
- RAUM (discretionary)20,277,077.0
- Actionable assets328,471,982.0
- Accounts (total)47.0
Institutional Clients
- Government AUM—
- Pension AUM310,607,226.0
- Charitable AUM—
- HNW AUM17,864,756.0