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)326,496,492.0
- RAUM (discretionary)314,128,205.0
- Actionable assets293,246,444.0
- Accounts (total)761.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,815,196.0
- Charitable AUM8,896,175.0
- HNW AUM260,416,448.0