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)302,397,835.0
- RAUM (discretionary)187,092,635.0
- Actionable assets271,142,629.0
- Accounts (total)438.0
Institutional Clients
- Government AUM—
- Pension AUM12,214,084.0
- Charitable AUM—
- HNW AUM258,928,545.0