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)109,817,500.0
- RAUM (discretionary)109,817,500.0
- Actionable assets94,217,500.0
- Accounts (total)218.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,985,000.0
- Charitable AUM0.0
- HNW AUM91,644,000.0