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)289,420,592.0
- RAUM (discretionary)236,046,138.0
- Actionable assets159,982,671.0
- Accounts (total)815.0
Institutional Clients
- Government AUM0.0
- Pension AUM106,855,726.0
- Charitable AUM3,456,847.0
- HNW AUM49,670,098.0