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)316,523,852.0
- RAUM (discretionary)316,523,852.0
- Actionable assets256,384,320.0
- Accounts (total)949.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,636,126.0
- Charitable AUM0.0
- HNW AUM253,748,194.0