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)111,034,058.0
- RAUM (discretionary)108,773,858.0
- Actionable assets89,042,565.0
- Accounts (total)231.0
Institutional Clients
- Government AUM—
- Pension AUM32,628.0
- Charitable AUM108,806.0
- HNW AUM59,705,548.0