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)325,665,484.0
- RAUM (discretionary)325,665,484.0
- Actionable assets173,765,668.0
- Accounts (total)1,156.0
Institutional Clients
- Government AUM0.0
- Pension AUM799,054.0
- Charitable AUM2,504,223.0
- HNW AUM168,173,294.0