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)368,887,819.0
- RAUM (discretionary)366,711,001.0
- Actionable assets285,632,021.0
- Accounts (total)1,067.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,646,352.0
- Charitable AUM18,277,909.0
- HNW AUM257,675,830.0