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)185,235,326.0
- RAUM (discretionary)171,495,808.0
- Actionable assets137,334,121.0
- Accounts (total)830.0
Institutional Clients
- Government AUM0.0
- Pension AUM44,677,438.0
- Charitable AUM0.0
- HNW AUM92,656,683.0