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)183,072,921.0
- RAUM (discretionary)177,074,868.0
- Actionable assets101,550,233.0
- Accounts (total)691.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,171,714.0
- Charitable AUM1,476,830.0
- HNW AUM94,901,689.0