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)129,906,438.0
- RAUM (discretionary)115,950,443.0
- Actionable assets107,468,979.0
- Accounts (total)333.0
Institutional Clients
- Government AUM—
- Pension AUM20,092,374.0
- Charitable AUM29,663,349.0
- HNW AUM49,523,102.0