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)119,274,500.0
- RAUM (discretionary)109,931,056.0
- Actionable assets64,329,019.0
- Accounts (total)243.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,343,444.0
- Charitable AUM0.0
- HNW AUM54,985,575.0