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)104,362,346.0
- RAUM (discretionary)104,362,346.0
- Actionable assets104,362,346.0
- Accounts (total)59.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,270,307.0
- Charitable AUM1,497.0
- HNW AUM85,998,005.0