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)322,995,213.0
- RAUM (discretionary)322,995,213.0
- Actionable assets291,395,588.0
- Accounts (total)624.0
Institutional Clients
- Government AUM0.0
- Pension AUM35,893,880.0
- Charitable AUM—
- HNW AUM255,501,708.0