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)113,074,270.0
- RAUM (discretionary)113,074,270.0
- Actionable assets113,074,270.0
- Accounts (total)150.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,964,297.0
- HNW AUM107,109,973.0