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)443,589,981.0
- RAUM (discretionary)443,589,981.0
- Actionable assets374,277,944.0
- Accounts (total)659.0
Institutional Clients
- Government AUM0.0
- Pension AUM48,760,005.0
- Charitable AUM17,592,218.0
- HNW AUM298,625,554.0