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)130,406,076.0
- RAUM (discretionary)107,081,145.0
- Actionable assets100,304,446.0
- Accounts (total)355.0
Institutional Clients
- Government AUM—
- Pension AUM2,141,316.0
- Charitable AUM13.0
- HNW AUM95,030,370.0