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)118,124,962.0
- RAUM (discretionary)102,740,351.0
- Actionable assets91,808,131.0
- Accounts (total)159.0
Institutional Clients
- Government AUM—
- Pension AUM15,384,611.0
- Charitable AUM61,348.0
- HNW AUM71,152,913.0