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)126,368,720.0
- RAUM (discretionary)120,887,671.0
- Actionable assets103,635,489.0
- Accounts (total)85.0
Institutional Clients
- Government AUM—
- Pension AUM6,685,788.0
- Charitable AUM—
- HNW AUM96,949,701.0