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)615,926,726.0
- RAUM (discretionary)615,926,726.0
- Actionable assets404,673,536.0
- Accounts (total)2,544.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,356,194.0
- Charitable AUM0.0
- HNW AUM398,317,342.0