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)146,925,238.0
- RAUM (discretionary)136,374,183.0
- Actionable assets139,418,090.0
- Accounts (total)310.0
Institutional Clients
- Government AUM—
- Pension AUM1,835,329.0
- Charitable AUM—
- HNW AUM137,571,576.0