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)213,296,073.0
- RAUM (discretionary)213,296,073.0
- Actionable assets74,349,875.0
- Accounts (total)1,946.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,003,787.0
- Charitable AUM0.0
- HNW AUM70,225,925.0