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)146,702,423.0
- RAUM (discretionary)142,254,097.0
- Actionable assets99,851,369.0
- Accounts (total)773.0
Institutional Clients
- Government AUM—
- Pension AUM225,820.0
- Charitable AUM1,253,788.0
- HNW AUM91,952,658.0