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)282,971,681.0
- RAUM (discretionary)279,785,168.0
- Actionable assets159,019,285.0
- Accounts (total)1,330.0
Institutional Clients
- Government AUM—
- Pension AUM17,530,987.0
- Charitable AUM—
- HNW AUM141,488,298.0