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)160,622,430.0
- RAUM (discretionary)115,064,534.0
- Actionable assets127,952,451.0
- Accounts (total)500.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,495,721.0
- Charitable AUM75,201.0
- HNW AUM112,914,427.0