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)228,238,536.0
- RAUM (discretionary)179,238,327.0
- Actionable assets217,571,839.0
- Accounts (total)332.0
Institutional Clients
- Government AUM—
- Pension AUM4,048,853.0
- Charitable AUM—
- HNW AUM213,522,986.0