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)107,363,692.0
- RAUM (discretionary)86,791,564.0
- Actionable assets56,980,619.0
- Accounts (total)715.0
Institutional Clients
- Government AUM0.0
- Pension AUM22,389,602.0
- Charitable AUM0.0
- HNW AUM34,591,017.0