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)135,626,460.0
- RAUM (discretionary)132,075,796.0
- Actionable assets82,886,680.0
- Accounts (total)713.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,041,856.0
- Charitable AUM0.0
- HNW AUM76,491,286.0