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)121,445,342.0
- RAUM (discretionary)121,445,342.0
- Actionable assets65,612,516.0
- Accounts (total)537.0
Institutional Clients
- Government AUM—
- Pension AUM113,751.0
- Charitable AUM1,366,985.0
- HNW AUM62,202,251.0