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)155,182,754.0
- RAUM (discretionary)155,182,754.0
- Actionable assets147,608,983.0
- Accounts (total)246.0
Institutional Clients
- Government AUM0.0
- Pension AUM48,496,113.0
- Charitable AUM0.0
- HNW AUM99,112,870.0