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)208,429,251.0
- RAUM (discretionary)159,543,041.0
- Actionable assets174,002,207.0
- Accounts (total)398.0
Institutional Clients
- Government AUM—
- Pension AUM17,698,914.0
- Charitable AUM3,085,237.0
- HNW AUM140,980,474.0