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)143,150,134.0
- RAUM (discretionary)135,996,819.0
- Actionable assets86,993,754.0
- Accounts (total)921.0
Institutional Clients
- Government AUM—
- Pension AUM7,434,887.0
- Charitable AUM—
- HNW AUM79,558,867.0