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)112,853,411.0
- RAUM (discretionary)88,670,284.0
- Actionable assets95,477,280.0
- Accounts (total)165.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,354,103.0
- Charitable AUM1,183,560.0
- HNW AUM9,690,125.0