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)230,486,824.0
- RAUM (discretionary)214,267,095.0
- Actionable assets130,356,473.0
- Accounts (total)462.0
Institutional Clients
- Government AUM0.0
- Pension AUM16,219,729.0
- Charitable AUM11,175.0
- HNW AUM111,617,461.0