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)31,170,225.0
- RAUM (discretionary)31,170,225.0
- Actionable assets24,498,438.0
- Accounts (total)44.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM311,725.0
- HNW AUM13,692,902.0