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)176,059,293.0
- RAUM (discretionary)174,962,684.0
- Actionable assets154,156,443.0
- Accounts (total)389.0
Institutional Clients
- Government AUM—
- Pension AUM6,752,681.0
- Charitable AUM—
- HNW AUM147,403,762.0