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)48,168,703.0
- RAUM (discretionary)48,168,703.0
- Actionable assets26,666,700.0
- Accounts (total)41.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,796,341.0
- Charitable AUM379,911.0
- HNW AUM23,023,876.0