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)233,686,640.0
- RAUM (discretionary)233,686,640.0
- Actionable assets132,302,312.0
- Accounts (total)1,139.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,549,056.0
- Charitable AUM537,754.0
- HNW AUM128,178,160.0