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)158,888,445.0
- RAUM (discretionary)156,273,680.0
- Actionable assets146,677,300.0
- Accounts (total)179.0
Institutional Clients
- Government AUM0.0
- Pension AUM60,346,236.0
- Charitable AUM0.0
- HNW AUM40,307,303.0