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)179,117,628.0
- RAUM (discretionary)148,389,843.0
- Actionable assets143,049,928.0
- Accounts (total)560.0
Institutional Clients
- Government AUM0.0
- Pension AUM18,596,210.0
- Charitable AUM1,077,450.0
- HNW AUM115,497,571.0