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)108,117,119.0
- RAUM (discretionary)62,425,783.0
- Actionable assets95,544,937.0
- Accounts (total)346.0
Institutional Clients
- Government AUM0.0
- Pension AUM284,276.0
- Charitable AUM1,470,917.0
- HNW AUM92,092,900.0