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)184,871,474.0
- RAUM (discretionary)141,344,340.0
- Actionable assets116,698,038.0
- Accounts (total)386.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,998,197.0
- Charitable AUM5,154,322.0
- HNW AUM91,447,855.0