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)130,387,563.0
- RAUM (discretionary)130,387,563.0
- Actionable assets81,209,623.0
- Accounts (total)465.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,592,761.0
- Charitable AUM1,109,031.0
- HNW AUM73,527,355.0