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)126,729,812.0
- RAUM (discretionary)126,729,812.0
- Actionable assets117,818,217.0
- Accounts (total)37.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,755,479.0
- Charitable AUM5,342,556.0
- HNW AUM21,768,877.0