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)122,497,437.0
- RAUM (discretionary)121,467,687.0
- Actionable assets93,623,152.0
- Accounts (total)263.0
Institutional Clients
- Government AUM—
- Pension AUM2,054,012.0
- Charitable AUM—
- HNW AUM91,523,880.0