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)192,065,972.0
- RAUM (discretionary)58,591,476.0
- Actionable assets111,034,379.0
- Accounts (total)810.0
Institutional Clients
- Government AUM—
- Pension AUM1,887,760.0
- Charitable AUM—
- HNW AUM108,798,249.0