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)226,897,006.0
- RAUM (discretionary)179,329,985.0
- Actionable assets79,177,972.0
- Accounts (total)1,162.0
Institutional Clients
- Government AUM0.0
- Pension AUM35,767,071.0
- Charitable AUM0.0
- HNW AUM43,410,901.0