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)141,707,357.0
- RAUM (discretionary)59,275,846.0
- Actionable assets107,255,737.0
- Accounts (total)303.0
Institutional Clients
- Government AUM0.0
- Pension AUM62,761,596.0
- Charitable AUM5,961,541.0
- HNW AUM38,532,600.0