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)505,276,940.0
- RAUM (discretionary)505,276,940.0
- Actionable assets455,950,689.0
- Accounts (total)788.0
Institutional Clients
- Government AUM0.0
- Pension AUM12,153,849.0
- Charitable AUM1,458,869.0
- HNW AUM408,855,001.0