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)122,386,911.0
- RAUM (discretionary)121,397,164.0
- Actionable assets91,744,876.0
- Accounts (total)287.0
Institutional Clients
- Government AUM0.0
- Pension AUM490,919.0
- Charitable AUM0.0
- HNW AUM86,479,851.0