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)100,410,942.0
- RAUM (discretionary)100,410,942.0
- Actionable assets87,400,222.0
- Accounts (total)92.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,569,554.0
- Charitable AUM0.0
- HNW AUM80,830,668.0