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)179,620,318.0
- RAUM (discretionary)178,655,520.0
- Actionable assets154,489,510.0
- Accounts (total)545.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,635,216.0
- Charitable AUM2,110,890.0
- HNW AUM137,167,366.0