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)110,551,716.0
- RAUM (discretionary)0.0
- Actionable assets94,184,488.0
- Accounts (total)277.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,555,709.0
- Charitable AUM0.0
- HNW AUM83,628,779.0