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)272,165,683.0
- RAUM (discretionary)271,978,254.0
- Actionable assets242,835,545.0
- Accounts (total)522.0
Institutional Clients
- Government AUM0.0
- Pension AUM695,129.0
- Charitable AUM5,347,160.0
- HNW AUM215,497,098.0