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)221,848,004.0
- RAUM (discretionary)98,224,772.0
- Actionable assets221,848,004.0
- Accounts (total)94.0
Institutional Clients
- Government AUM—
- Pension AUM23,295,113.0
- Charitable AUM—
- HNW AUM198,552,891.0