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)281,568,741.0
- RAUM (discretionary)281,568,741.0
- Actionable assets224,480,289.0
- Accounts (total)367.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,776,329.0
- Charitable AUM0.0
- HNW AUM208,488,003.0