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)256,676,559.0
- RAUM (discretionary)256,295,573.0
- Actionable assets221,552,429.0
- Accounts (total)450.0
Institutional Clients
- Government AUM—
- Pension AUM15,711,386.0
- Charitable AUM6,712,831.0
- HNW AUM195,252,332.0