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)78,685,080.0
- RAUM (discretionary)75,658,794.0
- Actionable assets42,225,378.0
- Accounts (total)127.0
Institutional Clients
- Government AUM—
- Pension AUM1,387,731.0
- Charitable AUM—
- HNW AUM40,837,647.0