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)225,341,443.0
- RAUM (discretionary)225,341,443.0
- Actionable assets85,007,151.0
- Accounts (total)883.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,009,356.0
- Charitable AUM2,224,754.0
- HNW AUM75,596,276.0