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)211,730,373.0
- RAUM (discretionary)211,730,373.0
- Actionable assets184,288,884.0
- Accounts (total)462.0
Institutional Clients
- Government AUM—
- Pension AUM3,547,023.0
- Charitable AUM—
- HNW AUM180,361,649.0