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)281,485,944.0
- RAUM (discretionary)275,481,297.0
- Actionable assets263,090,951.0
- Accounts (total)460.0
Institutional Clients
- Government AUM—
- Pension AUM696,964.0
- Charitable AUM444,815.0
- HNW AUM261,949,172.0