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)189,133,382.0
- RAUM (discretionary)116,966,433.0
- Actionable assets147,309,420.0
- Accounts (total)862.0
Institutional Clients
- Government AUM—
- Pension AUM32,629,231.0
- Charitable AUM—
- HNW AUM114,680,189.0