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)338,136,673.0
- RAUM (discretionary)0.0
- Actionable assets224,265,286.0
- Accounts (total)1,649.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,493,063.0
- Charitable AUM3,296,788.0
- HNW AUM211,475,435.0