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)253,613,784.0
- RAUM (discretionary)253,613,784.0
- Actionable assets224,558,325.0
- Accounts (total)462.0
Institutional Clients
- Government AUM—
- Pension AUM5,418,931.0
- Charitable AUM—
- HNW AUM219,139,394.0