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)233,522,040.0
- RAUM (discretionary)223,868,326.0
- Actionable assets196,012,848.0
- Accounts (total)605.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,745,119.0
- Charitable AUM149,286.0
- HNW AUM179,788,664.0