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)137,741,238.0
- RAUM (discretionary)133,587,909.0
- Actionable assets106,933,548.0
- Accounts (total)451.0
Institutional Clients
- Government AUM—
- Pension AUM5,658,766.0
- Charitable AUM—
- HNW AUM101,274,782.0