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)280,682,043.0
- RAUM (discretionary)272,163,791.0
- Actionable assets20,858,162.0
- Accounts (total)263.0
Institutional Clients
- Government AUM—
- Pension AUM4,432,691.0
- Charitable AUM—
- HNW AUM16,423,489.0