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)253,348,472.0
- RAUM (discretionary)107,643,962.0
- Actionable assets247,181,545.0
- Accounts (total)213.0
Institutional Clients
- Government AUM—
- Pension AUM1,592,841.0
- Charitable AUM—
- HNW AUM245,588,704.0