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)156,754,850.0
- RAUM (discretionary)156,687,843.0
- Actionable assets150,299,332.0
- Accounts (total)216.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,413,633.0
- Charitable AUM0.0
- HNW AUM138,885,699.0