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)127,168,779.0
- RAUM (discretionary)122,983,289.0
- Actionable assets98,514,658.0
- Accounts (total)239.0
Institutional Clients
- Government AUM—
- Pension AUM592,626.0
- Charitable AUM3,204,074.0
- HNW AUM94,717,958.0