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)392,155,283.0
- RAUM (discretionary)392,155,283.0
- Actionable assets352,027,217.0
- Accounts (total)967.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,519,636.0
- Charitable AUM4,309,521.0
- HNW AUM331,710,259.0