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)249,975,031.0
- RAUM (discretionary)209,170,133.0
- Actionable assets182,742,578.0
- Accounts (total)664.0
Institutional Clients
- Government AUM—
- Pension AUM40,804,898.0
- Charitable AUM—
- HNW AUM141,937,680.0