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)154,788,350.0
- RAUM (discretionary)154,788,350.0
- Actionable assets85,075,308.0
- Accounts (total)641.0
Institutional Clients
- Government AUM0.0
- Pension AUM47,449,175.0
- Charitable AUM0.0
- HNW AUM37,626,133.0