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)312,556,746.0
- RAUM (discretionary)312,556,746.0
- Actionable assets297,148,285.0
- Accounts (total)465.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM4,264,058.0
- HNW AUM255,636,272.0