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)130,531,533.0
- RAUM (discretionary)130,531,533.0
- Actionable assets35,598,489.0
- Accounts (total)1,687.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,564,937.0
- Charitable AUM0.0
- HNW AUM30,321,084.0