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)203,578,162.0
- RAUM (discretionary)5,005,305.0
- Actionable assets173,955,806.0
- Accounts (total)314.0
Institutional Clients
- Government AUM—
- Pension AUM5,005,305.0
- Charitable AUM—
- HNW AUM168,201,755.0