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)537,406,698.0
- RAUM (discretionary)0.0
- Actionable assets531,989,300.0
- Accounts (total)126.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,704,216.0
- Charitable AUM27,823,077.0
- HNW AUM500,462,007.0