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)118,515,457.0
- RAUM (discretionary)111,315,866.0
- Actionable assets87,429,970.0
- Accounts (total)232.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM830,113.0
- HNW AUM24,938,183.0