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)308,492,461.0
- RAUM (discretionary)281,422,154.0
- Actionable assets142,511,647.0
- Accounts (total)727.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,070,307.0
- Charitable AUM3,687,535.0
- HNW AUM111,753,805.0