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)82,253,075.0
- RAUM (discretionary)82,253,075.0
- Actionable assets76,274,833.0
- Accounts (total)180.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,039,813.0
- HNW AUM68,456,099.0