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)148,375,516.0
- RAUM (discretionary)144,463,850.0
- Actionable assets121,174,440.0
- Accounts (total)311.0
Institutional Clients
- Government AUM—
- Pension AUM15,177,440.0
- Charitable AUM—
- HNW AUM104,899,067.0