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)224,308,117.0
- RAUM (discretionary)224,308,117.0
- Actionable assets193,296,205.0
- Accounts (total)409.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,544,665.0
- Charitable AUM13,649,463.0
- HNW AUM164,870,964.0