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)413,039,001.0
- RAUM (discretionary)0.0
- Actionable assets270,405,193.0
- Accounts (total)943.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,916,487.0
- Charitable AUM4,242,004.0
- HNW AUM248,246,702.0