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)850,858,338.0
- RAUM (discretionary)850,858,338.0
- Actionable assets850,858,338.0
- Accounts (total)932.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,665,818.0
- Charitable AUM9,584,456.0
- HNW AUM826,608,064.0