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)157,319,802.0
- RAUM (discretionary)139,201,136.0
- Actionable assets121,513,887.0
- Accounts (total)417.0
Institutional Clients
- Government AUM0.0
- Pension AUM18,118,666.0
- Charitable AUM2,522,832.0
- HNW AUM100,872,389.0