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)292,582,491.0
- RAUM (discretionary)260,413,610.0
- Actionable assets256,568,878.0
- Accounts (total)642.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,762,846.0
- Charitable AUM6,845,967.0
- HNW AUM204,191,825.0