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)144,750,325.0
- RAUM (discretionary)128,194,229.0
- Actionable assets90,670,251.0
- Accounts (total)568.0
Institutional Clients
- Government AUM0.0
- Pension AUM119,615.0
- Charitable AUM0.0
- HNW AUM89,370,022.0