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)348,055,211.0
- RAUM (discretionary)348,055,211.0
- Actionable assets314,772,071.0
- Accounts (total)642.0
Institutional Clients
- Government AUM0.0
- Pension AUM155,701,890.0
- Charitable AUM8,225,794.0
- HNW AUM144,716,860.0