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)150,000,464.0
- RAUM (discretionary)150,000,464.0
- Actionable assets115,743,036.0
- Accounts (total)572.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM788,216.0
- HNW AUM114,954,247.0