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)149,121,483.0
- RAUM (discretionary)121,242,615.0
- Actionable assets85,829,726.0
- Accounts (total)1,030.0
Institutional Clients
- Government AUM—
- Pension AUM27,878,868.0
- Charitable AUM—
- HNW AUM57,950,858.0