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)115,975,033.0
- RAUM (discretionary)115,975,033.0
- Actionable assets110,955,641.0
- Accounts (total)292.0
Institutional Clients
- Government AUM2,272,635.0
- Pension AUM927,492.0
- Charitable AUM14,353,150.0
- HNW AUM93,402,364.0