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)221,259,632.0
- RAUM (discretionary)221,259,632.0
- Actionable assets187,006,225.0
- Accounts (total)694.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,467,128.0
- Charitable AUM0.0
- HNW AUM157,071,586.0