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)162,423,538.0
- RAUM (discretionary)156,188,595.0
- Actionable assets95,523,387.0
- Accounts (total)713.0
Institutional Clients
- Government AUM—
- Pension AUM66,162,576.0
- Charitable AUM—
- HNW AUM29,187,127.0