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)191,469,840.0
- RAUM (discretionary)191,469,840.0
- Actionable assets91,972,506.0
- Accounts (total)945.0
Institutional Clients
- Government AUM0.0
- Pension AUM20,329,533.0
- Charitable AUM0.0
- HNW AUM71,642,973.0