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)152,745,716.0
- RAUM (discretionary)152,745,716.0
- Actionable assets129,453,564.0
- Accounts (total)451.0
Institutional Clients
- Government AUM0.0
- Pension AUM16,431,304.0
- Charitable AUM0.0
- HNW AUM109,789,831.0