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)151,481,945.0
- RAUM (discretionary)150,836,011.0
- Actionable assets121,103,212.0
- Accounts (total)382.0
Institutional Clients
- Government AUM0.0
- Pension AUM900,375.0
- Charitable AUM4,045,892.0
- HNW AUM116,013,034.0