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)159,520,733.0
- RAUM (discretionary)145,472,733.0
- Actionable assets95,004,572.0
- Accounts (total)722.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,350,000.0
- Charitable AUM0.0
- HNW AUM87,654,572.0