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)581,744,325.0
- RAUM (discretionary)581,744,325.0
- Actionable assets581,744,325.0
- Accounts (total)134.0
Institutional Clients
- Government AUM0.0
- Pension AUM158,226,519.0
- Charitable AUM16,184,564.0
- HNW AUM407,333,242.0