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)195,202,642.0
- RAUM (discretionary)195,202,642.0
- Actionable assets47,184,978.0
- Accounts (total)402.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,712,170.0
- Charitable AUM0.0
- HNW AUM38,472,808.0