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)162,494,648.0
- RAUM (discretionary)144,780,938.0
- Actionable assets145,723,222.0
- Accounts (total)334.0
Institutional Clients
- Government AUM—
- Pension AUM52,119.0
- Charitable AUM36,016,932.0
- HNW AUM108,576,589.0