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)158,156,005.0
- RAUM (discretionary)47,271,243.0
- Actionable assets154,196,226.0
- Accounts (total)71.0
Institutional Clients
- Government AUM—
- Pension AUM1,016,797.0
- Charitable AUM—
- HNW AUM153,179,429.0