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)104,745,317.0
- RAUM (discretionary)104,745,317.0
- Actionable assets58,886,080.0
- Accounts (total)633.0
Institutional Clients
- Government AUM—
- Pension AUM9,366,420.0
- Charitable AUM—
- HNW AUM48,564,600.0