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)234,001,037.0
- RAUM (discretionary)234,001,037.0
- Actionable assets233,787,948.0
- Accounts (total)63.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,486,099.0
- Charitable AUM3,638,404.0
- HNW AUM218,663,445.0