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)175,440,699.0
- RAUM (discretionary)159,255,449.0
- Actionable assets138,020,812.0
- Accounts (total)473.0
Institutional Clients
- Government AUM—
- Pension AUM702,055.0
- Charitable AUM—
- HNW AUM56,599,485.0