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)946,856,961.0
- RAUM (discretionary)946,856,961.0
- Actionable assets871,200,989.0
- Accounts (total)653.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,991,254.0
- Charitable AUM1,167,940.0
- HNW AUM702,983,349.0