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)113,690,580.0
- RAUM (discretionary)110,361,841.0
- Actionable assets101,571,719.0
- Accounts (total)465.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,328,739.0
- Charitable AUM0.0
- HNW AUM98,242,980.0