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)189,464,931.0
- RAUM (discretionary)180,808,905.0
- Actionable assets30,745,135.0
- Accounts (total)1,075.0
Institutional Clients
- Government AUM0.0
- Pension AUM692,680.0
- Charitable AUM0.0
- HNW AUM29,544,292.0