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)110,935,667.0
- RAUM (discretionary)0.0
- Actionable assets83,379,338.0
- Accounts (total)300.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,837,394.0
- Charitable AUM2,683,037.0
- HNW AUM59,520,969.0