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)402,561,729.0
- RAUM (discretionary)5,869,662.0
- Actionable assets402,561,729.0
- Accounts (total)33.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,908,274.0
- Charitable AUM0.0
- HNW AUM44,786,837.0