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)123,937,028.0
- RAUM (discretionary)113,945,447.0
- Actionable assets82,002,398.0
- Accounts (total)392.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,991,581.0
- Charitable AUM0.0
- HNW AUM72,010,817.0