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)214,263,751.0
- RAUM (discretionary)214,263,751.0
- Actionable assets146,099,853.0
- Accounts (total)785.0
Institutional Clients
- Government AUM—
- Pension AUM2,542,640.0
- Charitable AUM—
- HNW AUM143,557,213.0