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)382,500,156.0
- RAUM (discretionary)382,500,156.0
- Actionable assets148,034,947.0
- Accounts (total)2,422.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,981,105.0
- Charitable AUM0.0
- HNW AUM126,913,783.0