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)202,244,968.0
- RAUM (discretionary)191,916,440.0
- Actionable assets112,977,463.0
- Accounts (total)724.0
Institutional Clients
- Government AUM—
- Pension AUM7,496,588.0
- Charitable AUM—
- HNW AUM105,480,875.0