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)483,448,443.0
- RAUM (discretionary)483,448,443.0
- Actionable assets256,307,304.0
- Accounts (total)3,600.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,764,022.0
- Charitable AUM1,504,540.0
- HNW AUM240,038,742.0