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)85,020,165.0
- RAUM (discretionary)85,020,165.0
- Actionable assets62,493,680.0
- Accounts (total)108.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,205,761.0
- Charitable AUM0.0
- HNW AUM59,287,919.0