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)281,706,011.0
- RAUM (discretionary)272,218,235.0
- Actionable assets274,712,079.0
- Accounts (total)399.0
Institutional Clients
- Government AUM—
- Pension AUM15,900,330.0
- Charitable AUM—
- HNW AUM258,811,749.0