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)186,596,697.0
- RAUM (discretionary)139,571,302.0
- Actionable assets130,469,163.0
- Accounts (total)376.0
Institutional Clients
- Government AUM0.0
- Pension AUM47,025,395.0
- Charitable AUM8,893,608.0
- HNW AUM74,550,160.0