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)159,881,787.0
- RAUM (discretionary)151,767,622.0
- Actionable assets124,712,278.0
- Accounts (total)377.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,255,113.0
- Charitable AUM0.0
- HNW AUM116,457,165.0