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)216,986,506.0
- RAUM (discretionary)213,654,286.0
- Actionable assets145,713,506.0
- Accounts (total)522.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,437,625.0
- Charitable AUM0.0
- HNW AUM140,275,881.0