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)122,292,662.0
- RAUM (discretionary)103,813,662.0
- Actionable assets118,998,299.0
- Accounts (total)152.0
Institutional Clients
- Government AUM—
- Pension AUM18,479,000.0
- Charitable AUM1,910,109.0
- HNW AUM90,241,562.0