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)200,989,968.0
- RAUM (discretionary)164,318,256.0
- Actionable assets140,942,116.0
- Accounts (total)597.0
Institutional Clients
- Government AUM0.0
- Pension AUM36,671,712.0
- Charitable AUM779,726.0
- HNW AUM103,487,053.0