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)102,363,444.0
- RAUM (discretionary)99,069,776.0
- Actionable assets78,952,036.0
- Accounts (total)284.0
Institutional Clients
- Government AUM—
- Pension AUM16,312,322.0
- Charitable AUM—
- HNW AUM62,639,714.0