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)133,823,592.0
- RAUM (discretionary)129,673,570.0
- Actionable assets102,304,805.0
- Accounts (total)363.0
Institutional Clients
- Government AUM—
- Pension AUM4,150,022.0
- Charitable AUM187,981.0
- HNW AUM97,966,802.0