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)124,263,148.0
- RAUM (discretionary)98,334,061.0
- Actionable assets93,268,042.0
- Accounts (total)709.0
Institutional Clients
- Government AUM—
- Pension AUM29,347,465.0
- Charitable AUM—
- HNW AUM63,659,252.0