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)133,013,980.0
- RAUM (discretionary)117,935,004.0
- Actionable assets119,705,744.0
- Accounts (total)379.0
Institutional Clients
- Government AUM144,227.0
- Pension AUM339,105.0
- Charitable AUM—
- HNW AUM119,222,412.0