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)375,178,791.0
- RAUM (discretionary)375,178,791.0
- Actionable assets305,350,256.0
- Accounts (total)324.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,817,320.0
- Charitable AUM13,742,442.0
- HNW AUM289,790,494.0