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)434,023,165.0
- RAUM (discretionary)431,064,027.0
- Actionable assets420,519,667.0
- Accounts (total)378.0
Institutional Clients
- Government AUM0.0
- Pension AUM408,895,879.0
- Charitable AUM0.0
- HNW AUM11,623,788.0