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)162,893,550.0
- RAUM (discretionary)162,353,550.0
- Actionable assets122,881,000.0
- Accounts (total)379.0
Institutional Clients
- Government AUM0.0
- Pension AUM540,000.0
- Charitable AUM3,260,000.0
- HNW AUM106,533,000.0