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)284,817,271.0
- RAUM (discretionary)284,817,271.0
- Actionable assets198,389,594.0
- Accounts (total)486.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,574,985.0
- Charitable AUM17,008,803.0
- HNW AUM179,805,806.0