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)151,259,351.0
- RAUM (discretionary)150,155,438.0
- Actionable assets105,276,768.0
- Accounts (total)588.0
Institutional Clients
- Government AUM0.0
- Pension AUM837,188.0
- Charitable AUM35,654.0
- HNW AUM104,403,926.0