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)145,936,579.0
- RAUM (discretionary)141,675,674.0
- Actionable assets105,472,982.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM2,884,284.0
- Charitable AUM1,146,129.0
- HNW AUM101,440,277.0