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)116,483,862.0
- RAUM (discretionary)116,483,862.0
- Actionable assets78,657,704.0
- Accounts (total)687.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,589,403.0
- Charitable AUM10,293.0
- HNW AUM73,058,008.0