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)102,109,317.0
- RAUM (discretionary)75,895,935.0
- Actionable assets99,113,098.0
- Accounts (total)658.0
Institutional Clients
- Government AUM0.0
- Pension AUM26,213,382.0
- Charitable AUM1,066,477.0
- HNW AUM58,383,832.0