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)129,073,766.0
- RAUM (discretionary)89,714,870.0
- Actionable assets93,390,948.0
- Accounts (total)526.0
Institutional Clients
- Government AUM0.0
- Pension AUM39,358,896.0
- Charitable AUM0.0
- HNW AUM54,032,052.0