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)101,906,685.0
- RAUM (discretionary)101,906,685.0
- Actionable assets65,121,703.0
- Accounts (total)182.0
Institutional Clients
- Government AUM0.0
- Pension AUM386,305.0
- Charitable AUM34,130.0
- HNW AUM64,699,331.0