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)126,899,551.0
- RAUM (discretionary)125,946,585.0
- Actionable assets94,486,444.0
- Accounts (total)401.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,601,511.0
- Charitable AUM4,996,790.0
- HNW AUM87,779,187.0