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)343,324,152.0
- RAUM (discretionary)343,324,152.0
- Actionable assets185,108,811.0
- Accounts (total)2,013.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,579,542.0
- Charitable AUM0.0
- HNW AUM180,625,375.0