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)174,578,704.0
- RAUM (discretionary)174,578,704.0
- Actionable assets53,069,629.0
- Accounts (total)788.0
Institutional Clients
- Government AUM—
- Pension AUM4,121,981.0
- Charitable AUM—
- HNW AUM47,236,134.0