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)174,164,780.0
- RAUM (discretionary)162,224,705.0
- Actionable assets99,681,004.0
- Accounts (total)1,139.0
Institutional Clients
- Government AUM—
- Pension AUM14,595,314.0
- Charitable AUM—
- HNW AUM85,085,690.0