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)267,046,033.0
- RAUM (discretionary)5,063,001.0
- Actionable assets266,847,091.0
- Accounts (total)548.0
Institutional Clients
- Government AUM0.0
- Pension AUM51,641,615.0
- Charitable AUM4,628,238.0
- HNW AUM209,727,238.0