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)270,009,431.0
- RAUM (discretionary)247,550,870.0
- Actionable assets40,323,703.0
- Accounts (total)344.0
Institutional Clients
- Government AUM0.0
- Pension AUM22,458,561.0
- Charitable AUM0.0
- HNW AUM17,865,142.0