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)406,039,664.0
- RAUM (discretionary)406,039,664.0
- Actionable assets316,494,170.0
- Accounts (total)920.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,518,995.0
- Charitable AUM4,859,298.0
- HNW AUM261,755,551.0