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)241,645,801.0
- RAUM (discretionary)86,946,524.0
- Actionable assets185,849,992.0
- Accounts (total)932.0
Institutional Clients
- Government AUM—
- Pension AUM7,299,268.0
- Charitable AUM—
- HNW AUM178,550,724.0