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)196,560,708.0
- RAUM (discretionary)195,643,342.0
- Actionable assets68,721,765.0
- Accounts (total)1,355.0
Institutional Clients
- Government AUM—
- Pension AUM763,934.0
- Charitable AUM—
- HNW AUM67,957,831.0