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)65,678,356.0
- RAUM (discretionary)33,939,086.0
- Actionable assets56,911,351.0
- Accounts (total)8.0
Institutional Clients
- Government AUM—
- Pension AUM1,033,850.0
- Charitable AUM—
- HNW AUM55,877,501.0