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)354,914,578.0
- RAUM (discretionary)340,076,890.0
- Actionable assets129,538,145.0
- Accounts (total)1,165.0
Institutional Clients
- Government AUM—
- Pension AUM14,837,688.0
- Charitable AUM—
- HNW AUM73,890,059.0