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)215,177,209.0
- RAUM (discretionary)215,177,209.0
- Actionable assets186,804,649.0
- Accounts (total)534.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,100,000.0
- Charitable AUM121,000.0
- HNW AUM176,129,649.0