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)123,190,418.0
- RAUM (discretionary)85,113,430.0
- Actionable assets114,444,271.0
- Accounts (total)107.0
Institutional Clients
- Government AUM—
- Pension AUM1,142,929.0
- Charitable AUM6,757,577.0
- HNW AUM98,094,767.0