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)168,815,330.0
- RAUM (discretionary)168,815,330.0
- Actionable assets147,793,303.0
- Accounts (total)311.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,349,100.0
- Charitable AUM0.0
- HNW AUM136,292,291.0