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)247,744,116.0
- RAUM (discretionary)247,744,116.0
- Actionable assets127,009,716.0
- Accounts (total)515.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,907,105.0
- Charitable AUM0.0
- HNW AUM122,102,611.0