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)283,078,609.0
- RAUM (discretionary)282,507,143.0
- Actionable assets227,879,965.0
- Accounts (total)541.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,344,258.0
- Charitable AUM17,417,164.0
- HNW AUM199,613,629.0