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)181,181,011.0
- RAUM (discretionary)180,642,796.0
- Actionable assets84,248,089.0
- Accounts (total)356.0
Institutional Clients
- Government AUM—
- Pension AUM1,487,799.0
- Charitable AUM8,669,210.0
- HNW AUM50,638,453.0