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)145,139,695.0
- RAUM (discretionary)144,363,879.0
- Actionable assets39,948,170.0
- Accounts (total)1,335.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,954,048.0
- Charitable AUM275,140.0
- HNW AUM37,718,982.0