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)211,124,983.0
- RAUM (discretionary)10,802,723.0
- Actionable assets210,436,767.0
- Accounts (total)33.0
Institutional Clients
- Government AUM0.0
- Pension AUM200,322,260.0
- Charitable AUM0.0
- HNW AUM10,114,507.0