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)204,720,315.0
- RAUM (discretionary)190,965,847.0
- Actionable assets128,936,453.0
- Accounts (total)655.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,518,452.0
- Charitable AUM0.0
- HNW AUM117,246,002.0