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)470,585,289.0
- RAUM (discretionary)470,585,289.0
- Actionable assets139,655,913.0
- Accounts (total)930.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM226,792.0
- HNW AUM133,659,484.0