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)399,982,181.0
- RAUM (discretionary)399,982,181.0
- Actionable assets296,849,214.0
- Accounts (total)1,750.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,967,549.0
- Charitable AUM0.0
- HNW AUM291,874,263.0