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)155,046,110.0
- RAUM (discretionary)155,046,110.0
- Actionable assets84,685,250.0
- Accounts (total)792.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,511,122.0
- Charitable AUM0.0
- HNW AUM82,174,128.0