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)261,980,766.0
- RAUM (discretionary)261,980,766.0
- Actionable assets246,702,305.0
- Accounts (total)42.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,672,888.0
- Charitable AUM1,655,596.0
- HNW AUM228,302,316.0