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)150,936,513.0
- RAUM (discretionary)9,509,421.0
- Actionable assets116,104,227.0
- Accounts (total)188.0
Institutional Clients
- Government AUM—
- Pension AUM1,305,684.0
- Charitable AUM—
- HNW AUM114,798,543.0