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)117,225,679.0
- RAUM (discretionary)109,521,129.0
- Actionable assets107,108,564.0
- Accounts (total)196.0
Institutional Clients
- Government AUM—
- Pension AUM1,262,523.0
- Charitable AUM—
- HNW AUM105,846,041.0