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)151,237,610.0
- RAUM (discretionary)92,737,566.0
- Actionable assets142,858,124.0
- Accounts (total)381.0
Institutional Clients
- Government AUM—
- Pension AUM9,011,743.0
- Charitable AUM—
- HNW AUM133,846,381.0