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)241,599,235.0
- RAUM (discretionary)241,091,078.0
- Actionable assets232,426,996.0
- Accounts (total)404.0
Institutional Clients
- Government AUM—
- Pension AUM2,097,459.0
- Charitable AUM—
- HNW AUM230,329,537.0