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)29,621,830.0
- RAUM (discretionary)23,791,397.0
- Actionable assets26,190,565.0
- Accounts (total)93.0
Institutional Clients
- Government AUM—
- Pension AUM4,682,832.0
- Charitable AUM—
- HNW AUM21,507,733.0