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)265,387,750.0
- RAUM (discretionary)265,387,750.0
- Actionable assets252,537,750.0
- Accounts (total)564.0
Institutional Clients
- Government AUM0.0
- Pension AUM20,645,012.0
- Charitable AUM650,000.0
- HNW AUM231,242,738.0