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)133,843,583.0
- RAUM (discretionary)56,539,991.0
- Actionable assets119,583,389.0
- Accounts (total)191.0
Institutional Clients
- Government AUM—
- Pension AUM2,051,649.0
- Charitable AUM—
- HNW AUM116,209,620.0