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)226,022,233.0
- RAUM (discretionary)226,022,233.0
- Actionable assets185,233,271.0
- Accounts (total)632.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,626,609.0
- Charitable AUM410,795.0
- HNW AUM183,195,867.0