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)236,391,035.0
- RAUM (discretionary)187,797,657.0
- Actionable assets195,314,711.0
- Accounts (total)689.0
Institutional Clients
- Government AUM—
- Pension AUM55,629,768.0
- Charitable AUM—
- HNW AUM139,684,943.0