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)439,410,349.0
- RAUM (discretionary)381,533,402.0
- Actionable assets439,410,349.0
- Accounts (total)41.0
Institutional Clients
- Government AUM103,722,892.0
- Pension AUM0.0
- Charitable AUM12,603,350.0
- HNW AUM323,084,107.0