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)240,286,719.0
- RAUM (discretionary)240,286,719.0
- Actionable assets81,238,803.0
- Accounts (total)3,664.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,755,106.0
- Charitable AUM0.0
- HNW AUM73,483,697.0