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)194,444,444.0
- RAUM (discretionary)130,250,839.0
- Actionable assets139,478,776.0
- Accounts (total)216.0
Institutional Clients
- Government AUM—
- Pension AUM5,961,936.0
- Charitable AUM—
- HNW AUM133,516,840.0