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)148,165,700.0
- RAUM (discretionary)132,244,057.0
- Actionable assets99,167,114.0
- Accounts (total)582.0
Institutional Clients
- Government AUM—
- Pension AUM15,735,140.0
- Charitable AUM—
- HNW AUM83,373,839.0