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)167,091,797.0
- RAUM (discretionary)0.0
- Actionable assets167,091,797.0
- Accounts (total)1.0
Institutional Clients
- Government AUM12,758,941.0
- Pension AUM65,978,267.0
- Charitable AUM34,129,830.0
- HNW AUM54,224,759.0