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)124,305,010.0
- RAUM (discretionary)108,886,343.0
- Actionable assets98,439,121.0
- Accounts (total)161.0
Institutional Clients
- Government AUM—
- Pension AUM18,246,362.0
- Charitable AUM1,146,762.0
- HNW AUM78,975,026.0