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)117,586,284.0
- RAUM (discretionary)117,586,284.0
- Actionable assets112,398,318.0
- Accounts (total)232.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,934,637.0
- Charitable AUM0.0
- HNW AUM109,463,681.0