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)51,800,580.0
- RAUM (discretionary)39,530,673.0
- Actionable assets21,165,107.0
- Accounts (total)112.0
Institutional Clients
- Government AUM0.0
- Pension AUM12,269,907.0
- Charitable AUM0.0
- HNW AUM8,895,200.0