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)206,212,472.0
- RAUM (discretionary)147,796,405.0
- Actionable assets184,825,641.0
- Accounts (total)278.0
Institutional Clients
- Government AUM—
- Pension AUM3,363,822.0
- Charitable AUM—
- HNW AUM123,045,752.0