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)100,501,171.0
- RAUM (discretionary)79,848,153.0
- Actionable assets84,780,510.0
- Accounts (total)193.0
Institutional Clients
- Government AUM—
- Pension AUM20,653,018.0
- Charitable AUM—
- HNW AUM64,127,492.0