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)73,238,954.0
- RAUM (discretionary)73,238,954.0
- Actionable assets67,203,551.0
- Accounts (total)98.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,794,903.0
- HNW AUM33,856,592.0