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)107,762,356.0
- RAUM (discretionary)98,577,918.0
- Actionable assets21,019,551.0
- Accounts (total)985.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,915,658.0
- Charitable AUM197,436.0
- HNW AUM11,835,113.0