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)107,281,942.0
- RAUM (discretionary)107,281,942.0
- Actionable assets60,103,277.0
- Accounts (total)467.0
Institutional Clients
- Government AUM5,298,289.0
- Pension AUM0.0
- Charitable AUM1,090,373.0
- HNW AUM53,714,615.0