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)245,920,179.0
- RAUM (discretionary)241,894,659.0
- Actionable assets106,913,042.0
- Accounts (total)1,752.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,025,520.0
- Charitable AUM0.0
- HNW AUM100,953,051.0