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)259,407,105.0
- RAUM (discretionary)238,969,440.0
- Actionable assets181,308,613.0
- Accounts (total)677.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,014,323.0
- Charitable AUM0.0
- HNW AUM170,294,290.0