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)161,767,272.0
- RAUM (discretionary)153,167,629.0
- Actionable assets130,905,685.0
- Accounts (total)339.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,582,542.0
- Charitable AUM5,661,865.0
- HNW AUM120,660,483.0