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)396,024,999.0
- RAUM (discretionary)117,664,756.0
- Actionable assets342,311,524.0
- Accounts (total)1,885.0
Institutional Clients
- Government AUM—
- Pension AUM266,867,024.0
- Charitable AUM—
- HNW AUM75,444,500.0