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)236,868,606.0
- RAUM (discretionary)236,290,554.0
- Actionable assets199,497,809.0
- Accounts (total)583.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,524,537.0
- Charitable AUM950,882.0
- HNW AUM192,631,273.0