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)186,655,848.0
- RAUM (discretionary)158,415,604.0
- Actionable assets136,978,390.0
- Accounts (total)618.0
Institutional Clients
- Government AUM0.0
- Pension AUM28,012,893.0
- Charitable AUM977,854.0
- HNW AUM107,987,643.0