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)183,182,460.0
- RAUM (discretionary)171,837,813.0
- Actionable assets117,434,775.0
- Accounts (total)1,046.0
Institutional Clients
- Government AUM—
- Pension AUM16,759,593.0
- Charitable AUM—
- HNW AUM100,675,182.0