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)148,494,660.0
- RAUM (discretionary)98,995,417.0
- Actionable assets119,863,621.0
- Accounts (total)310.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,034,704.0
- Charitable AUM0.0
- HNW AUM111,197,017.0