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)150,584,750.0
- RAUM (discretionary)2,862,689.0
- Actionable assets127,054,717.0
- Accounts (total)325.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,278,713.0
- Charitable AUM4,125,713.0
- HNW AUM117,690,382.0