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)139,830,730.0
- RAUM (discretionary)127,755,654.0
- Actionable assets128,421,448.0
- Accounts (total)241.0
Institutional Clients
- Government AUM—
- Pension AUM662,485.0
- Charitable AUM—
- HNW AUM106,008,963.0