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)46,080,885.0
- RAUM (discretionary)46,080,885.0
- Actionable assets20,347,497.0
- Accounts (total)212.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,285,893.0
- Charitable AUM112,796.0
- HNW AUM6,534,635.0