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)115,811,162.0
- RAUM (discretionary)115,811,162.0
- Actionable assets71,603,906.0
- Accounts (total)507.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM71,603,906.0