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)155,481,008.0
- RAUM (discretionary)138,000,214.0
- Actionable assets80,145,703.0
- Accounts (total)321.0
Institutional Clients
- Government AUM—
- Pension AUM4,817,214.0
- Charitable AUM—
- HNW AUM75,328,489.0