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)174,988,843.0
- RAUM (discretionary)169,539,337.0
- Actionable assets111,250,554.0
- Accounts (total)859.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,835,291.0
- Charitable AUM0.0
- HNW AUM103,342,475.0