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)107,706,913.0
- RAUM (discretionary)23,980,460.0
- Actionable assets107,413,788.0
- Accounts (total)31.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,128,840.0
- HNW AUM7,314,293.0