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)182,132,322.0
- RAUM (discretionary)182,132,322.0
- Actionable assets119,232,162.0
- Accounts (total)44.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM740,943.0
- HNW AUM118,491,219.0