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)151,283,010.0
- RAUM (discretionary)143,933,114.0
- Actionable assets118,026,540.0
- Accounts (total)405.0
Institutional Clients
- Government AUM—
- Pension AUM8,179,923.0
- Charitable AUM1,293,426.0
- HNW AUM108,553,191.0