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)189,406,085.0
- RAUM (discretionary)183,072,985.0
- Actionable assets147,668,543.0
- Accounts (total)386.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM9,311,668.0
- HNW AUM138,356,875.0