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)159,178,997.0
- RAUM (discretionary)159,178,997.0
- Actionable assets79,343,341.0
- Accounts (total)517.0
Institutional Clients
- Government AUM0.0
- Pension AUM302,111.0
- Charitable AUM38,521.0
- HNW AUM77,380,653.0