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)236,868,620.0
- RAUM (discretionary)127,618,544.0
- Actionable assets134,197,255.0
- Accounts (total)1,086.0
Institutional Clients
- Government AUM—
- Pension AUM2,126,854.0
- Charitable AUM—
- HNW AUM128,488,817.0