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)276,381,883.0
- RAUM (discretionary)98,064,005.0
- Actionable assets159,781,876.0
- Accounts (total)1,378.0
Institutional Clients
- Government AUM—
- Pension AUM16,416,867.0
- Charitable AUM—
- HNW AUM143,365,009.0