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)148,211,936.0
- RAUM (discretionary)143,795,028.0
- Actionable assets45,887,144.0
- Accounts (total)165.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,653,886.0
- Charitable AUM0.0
- HNW AUM39,233,258.0