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)125,630,430.0
- RAUM (discretionary)115,546,124.0
- Actionable assets105,526,607.0
- Accounts (total)341.0
Institutional Clients
- Government AUM—
- Pension AUM1,145,504.0
- Charitable AUM1,673,735.0
- HNW AUM102,707,368.0