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)368,170,099.0
- RAUM (discretionary)368,170,099.0
- Actionable assets344,441,304.0
- Accounts (total)652.0
Institutional Clients
- Government AUM—
- Pension AUM8,006,423.0
- Charitable AUM—
- HNW AUM328,171,038.0