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)183,759,020.0
- RAUM (discretionary)183,759,020.0
- Actionable assets128,938,731.0
- Accounts (total)112.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,000,000.0
- HNW AUM126,938,731.0