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)501,216,316.0
- RAUM (discretionary)501,216,316.0
- Actionable assets375,220,609.0
- Accounts (total)1,143.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,125,982.0
- Charitable AUM6,856,260.0
- HNW AUM353,971,893.0