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)123,693,132.0
- RAUM (discretionary)121,689,690.0
- Actionable assets70,829,478.0
- Accounts (total)301.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM23,087,419.0
- HNW AUM47,742,059.0