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)203,550,807.0
- RAUM (discretionary)202,238,981.0
- Actionable assets142,879,112.0
- Accounts (total)421.0
Institutional Clients
- Government AUM—
- Pension AUM1,311,826.0
- Charitable AUM—
- HNW AUM141,567,286.0