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)112,679,913.0
- RAUM (discretionary)111,588,262.0
- Actionable assets64,220,385.0
- Accounts (total)686.0
Institutional Clients
- Government AUM0.0
- Pension AUM574,365.0
- Charitable AUM0.0
- HNW AUM14,389,071.0