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)287,130,475.0
- RAUM (discretionary)287,130,475.0
- Actionable assets232,554,870.0
- Accounts (total)977.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,739,179.0
- Charitable AUM5,310,069.0
- HNW AUM221,038,094.0