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)103,213,021.0
- RAUM (discretionary)103,213,021.0
- Actionable assets91,189,224.0
- Accounts (total)135.0
Institutional Clients
- Government AUM0.0
- Pension AUM41,926,499.0
- Charitable AUM0.0
- HNW AUM48,547,964.0