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)271,967,129.0
- RAUM (discretionary)247,696,452.0
- Actionable assets5,200,046.0
- Accounts (total)2,026.0
Institutional Clients
- Government AUM—
- Pension AUM1,633,574.0
- Charitable AUM293,254.0
- HNW AUM—