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)196,764,050.0
- RAUM (discretionary)67,202,994.0
- Actionable assets134,988,137.0
- Accounts (total)692.0
Institutional Clients
- Government AUM0.0
- Pension AUM33,580,882.0
- Charitable AUM0.0
- HNW AUM101,407,255.0