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)232,056,930.0
- RAUM (discretionary)123,487,319.0
- Actionable assets42,147,060.0
- Accounts (total)496.0
Institutional Clients
- Government AUM—
- Pension AUM264,858.0
- Charitable AUM—
- HNW AUM41,882,202.0