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)124,051,923.0
- RAUM (discretionary)120,963,800.0
- Actionable assets78,773,788.0
- Accounts (total)443.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM296,145.0
- HNW AUM77,977,685.0