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)165,634,211.0
- RAUM (discretionary)165,328,576.0
- Actionable assets105,885,602.0
- Accounts (total)446.0
Institutional Clients
- Government AUM—
- Pension AUM73,741,203.0
- Charitable AUM—
- HNW AUM32,144,399.0