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)34,045,540.0
- RAUM (discretionary)33,849,140.0
- Actionable assets29,155,378.0
- Accounts (total)91.0
Institutional Clients
- Government AUM—
- Pension AUM6,052,070.0
- Charitable AUM—
- HNW AUM23,103,308.0