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)113,762,252.0
- RAUM (discretionary)113,762,252.0
- Actionable assets86,909,202.0
- Accounts (total)306.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM406,653.0
- HNW AUM86,502,538.0