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)226,182,547.0
- RAUM (discretionary)207,220,726.0
- Actionable assets178,396,613.0
- Accounts (total)606.0
Institutional Clients
- Government AUM—
- Pension AUM40,447,468.0
- Charitable AUM1,191,803.0
- HNW AUM136,757,342.0