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)407,428,379.0
- RAUM (discretionary)383,852,364.0
- Actionable assets175,161,252.0
- Accounts (total)1,493.0
Institutional Clients
- Government AUM0.0
- Pension AUM100,000.0
- Charitable AUM16,705,500.0
- HNW AUM154,844,752.0