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)238,523,895.0
- RAUM (discretionary)238,523,895.0
- Actionable assets17,946,535.0
- Accounts (total)4,311.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,452,851.0
- Charitable AUM734,477.0
- HNW AUM11,571,810.0