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)153,136,643.0
- RAUM (discretionary)78,157,368.0
- Actionable assets137,505,169.0
- Accounts (total)156.0
Institutional Clients
- Government AUM—
- Pension AUM74,979,275.0
- Charitable AUM—
- HNW AUM62,525,894.0