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)120,512,826.0
- RAUM (discretionary)119,224,521.0
- Actionable assets92,393,297.0
- Accounts (total)584.0
Institutional Clients
- Government AUM0.0
- Pension AUM33,287.0
- Charitable AUM0.0
- HNW AUM92,360,010.0