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)307,782,769.0
- RAUM (discretionary)307,782,769.0
- Actionable assets222,313,388.0
- Accounts (total)898.0
Institutional Clients
- Government AUM1,392,276.0
- Pension AUM132,047,523.0
- Charitable AUM6,904,327.0
- HNW AUM51,095,660.0