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)212,155,760.0
- RAUM (discretionary)204,689,972.0
- Actionable assets192,964,926.0
- Accounts (total)323.0
Institutional Clients
- Government AUM—
- Pension AUM2,485,700.0
- Charitable AUM—
- HNW AUM186,838,655.0