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)703,066,791.0
- RAUM (discretionary)703,066,791.0
- Actionable assets634,987,466.0
- Accounts (total)938.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,098,296.0
- Charitable AUM102,494.0
- HNW AUM604,583,137.0