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)124,354,304.0
- RAUM (discretionary)97,924,604.0
- Actionable assets53,594,326.0
- Accounts (total)485.0
Institutional Clients
- Government AUM—
- Pension AUM19,514,934.0
- Charitable AUM—
- HNW AUM30,560,331.0