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)190,819,259.0
- RAUM (discretionary)190,819,259.0
- Actionable assets186,743,195.0
- Accounts (total)147.0
Institutional Clients
- Government AUM0.0
- Pension AUM75,848,931.0
- Charitable AUM0.0
- HNW AUM110,894,264.0