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)221,419,170.0
- RAUM (discretionary)221,419,170.0
- Actionable assets10,392,926.0
- Accounts (total)369.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,040,039.0
- Charitable AUM3,352,887.0
- HNW AUM—