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)494,407,359.0
- RAUM (discretionary)494,407,359.0
- Actionable assets248,447,107.0
- Accounts (total)1,720.0
Institutional Clients
- Government AUM0.0
- Pension AUM845,496.0
- Charitable AUM1,343,716.0
- HNW AUM240,823,945.0