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)225,579,908.0
- RAUM (discretionary)225,579,908.0
- Actionable assets186,298,129.0
- Accounts (total)758.0
Institutional Clients
- Government AUM0.0
- Pension AUM225,622.0
- Charitable AUM0.0
- HNW AUM167,123,583.0