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)389,074,886.0
- RAUM (discretionary)389,074,886.0
- Actionable assets298,442,327.0
- Accounts (total)1,283.0
Institutional Clients
- Government AUM0.0
- Pension AUM18,499,346.0
- Charitable AUM1,007,259.0
- HNW AUM218,725,020.0