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)147,636,663.0
- RAUM (discretionary)57,538,144.0
- Actionable assets99,484,563.0
- Accounts (total)635.0
Institutional Clients
- Government AUM—
- Pension AUM1,394,685.0
- Charitable AUM15,267.0
- HNW AUM97,940,940.0