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)700,322,944.0
- RAUM (discretionary)700,322,944.0
- Actionable assets680,565,571.0
- Accounts (total)475.0
Institutional Clients
- Government AUM0.0
- Pension AUM32,754,231.0
- Charitable AUM36,380,775.0
- HNW AUM611,430,565.0