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)392,164,492.0
- RAUM (discretionary)392,164,492.0
- Actionable assets368,162,111.0
- Accounts (total)453.0
Institutional Clients
- Government AUM0.0
- Pension AUM22,865,041.0
- Charitable AUM2,189,459.0
- HNW AUM298,525,261.0