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)155,007,165.0
- RAUM (discretionary)155,007,165.0
- Actionable assets104,327,915.0
- Accounts (total)290.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,447,350.0
- Charitable AUM0.0
- HNW AUM83,807,581.0