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)167,904,162.0
- RAUM (discretionary)158,900,952.0
- Actionable assets150,301,514.0
- Accounts (total)164.0
Institutional Clients
- Government AUM—
- Pension AUM738,920.0
- Charitable AUM5,288,746.0
- HNW AUM135,230,527.0