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)249,600,241.0
- RAUM (discretionary)181,650,782.0
- Actionable assets224,122,513.0
- Accounts (total)388.0
Institutional Clients
- Government AUM—
- Pension AUM60,730,518.0
- Charitable AUM1,701,487.0
- HNW AUM115,920,129.0