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)92,074,955.0
- RAUM (discretionary)85,230,859.0
- Actionable assets82,602,564.0
- Accounts (total)160.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,844,096.0
- Charitable AUM0.0
- HNW AUM75,758,468.0