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)112,929,430.0
- RAUM (discretionary)112,929,430.0
- Actionable assets50,945,559.0
- Accounts (total)682.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,975,518.0
- Charitable AUM4,118,242.0
- HNW AUM43,046,771.0