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)229,162,602.0
- RAUM (discretionary)227,826,648.0
- Actionable assets165,162,456.0
- Accounts (total)442.0
Institutional Clients
- Government AUM—
- Pension AUM4,863,191.0
- Charitable AUM—
- HNW AUM154,193,458.0