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)141,151,068.0
- RAUM (discretionary)141,151,068.0
- Actionable assets108,586,584.0
- Accounts (total)151.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM577,619.0
- HNW AUM108,008,965.0