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)252,157,705.0
- RAUM (discretionary)248,550,287.0
- Actionable assets194,557,102.0
- Accounts (total)832.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,928,397.0
- Charitable AUM531,099.0
- HNW AUM190,694,343.0