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)121,201,484.0
- RAUM (discretionary)121,201,484.0
- Actionable assets108,540,178.0
- Accounts (total)184.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,040,939.0
- Charitable AUM22,095,234.0
- HNW AUM77,946,893.0