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)335,216,246.0
- RAUM (discretionary)278,993,246.0
- Actionable assets84,444,000.0
- Accounts (total)484.0
Institutional Clients
- Government AUM0.0
- Pension AUM56,223,000.0
- Charitable AUM5,670,000.0
- HNW AUM22,551,000.0