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)238,200,333.0
- RAUM (discretionary)202,197,589.0
- Actionable assets168,615,274.0
- Accounts (total)528.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,531,562.0
- Charitable AUM0.0
- HNW AUM154,166,190.0