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)247,552,209.0
- RAUM (discretionary)246,954,162.0
- Actionable assets141,919,602.0
- Accounts (total)1,613.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,056,414.0
- Charitable AUM174,437.0
- HNW AUM136,354,031.0