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)523,359,300.0
- RAUM (discretionary)523,359,300.0
- Actionable assets322,109,396.0
- Accounts (total)1,244.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM8,759,365.0
- HNW AUM309,054,756.0