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)497,419,486.0
- RAUM (discretionary)497,419,486.0
- Actionable assets493,731,196.0
- Accounts (total)64.0
Institutional Clients
- Government AUM234,664,192.0
- Pension AUM0.0
- Charitable AUM237,800,111.0
- HNW AUM21,266,893.0