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)273,925,166.0
- RAUM (discretionary)271,446,199.0
- Actionable assets268,019,009.0
- Accounts (total)189.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,469,504.0
- Charitable AUM37,761,531.0
- HNW AUM220,502,380.0