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)164,146,702.0
- RAUM (discretionary)164,146,702.0
- Actionable assets77,972,105.0
- Accounts (total)286.0
Institutional Clients
- Government AUM0.0
- Pension AUM50,345,792.0
- Charitable AUM5,120,137.0
- HNW AUM22,506,176.0