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)170,995,814.0
- RAUM (discretionary)166,246,680.0
- Actionable assets129,408,369.0
- Accounts (total)465.0
Institutional Clients
- Government AUM—
- Pension AUM3,021,985.0
- Charitable AUM—
- HNW AUM106,759,618.0