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)182,970,058.0
- RAUM (discretionary)165,264,266.0
- Actionable assets134,487,352.0
- Accounts (total)565.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,846,968.0
- Charitable AUM478,299.0
- HNW AUM120,662,693.0