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)455,995,108.0
- RAUM (discretionary)455,995,108.0
- Actionable assets404,113,786.0
- Accounts (total)227.0
Institutional Clients
- Government AUM0.0
- Pension AUM787,826.0
- Charitable AUM2,140,945.0
- HNW AUM28,148,054.0