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)285,968,222.0
- RAUM (discretionary)266,349,082.0
- Actionable assets206,101,505.0
- Accounts (total)1,114.0
Institutional Clients
- Government AUM—
- Pension AUM3,397,873.0
- Charitable AUM3,820,829.0
- HNW AUM198,882,803.0