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)63,345,303.0
- RAUM (discretionary)58,780,583.0
- Actionable assets56,348,221.0
- Accounts (total)110.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,564,720.0
- Charitable AUM160,501.0
- HNW AUM51,623,000.0