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)186,101,656.0
- RAUM (discretionary)173,384,544.0
- Actionable assets130,899,279.0
- Accounts (total)1,010.0
Institutional Clients
- Government AUM61,060.0
- Pension AUM0.0
- Charitable AUM555,173.0
- HNW AUM130,283,046.0