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)147,802,769.0
- RAUM (discretionary)146,076,260.0
- Actionable assets97,287,695.0
- Accounts (total)752.0
Institutional Clients
- Government AUM—
- Pension AUM3,169,276.0
- Charitable AUM—
- HNW AUM94,118,419.0