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)141,944,731.0
- RAUM (discretionary)141,944,731.0
- Actionable assets130,598,375.0
- Accounts (total)83.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,714,941.0
- Charitable AUM0.0
- HNW AUM127,883,434.0