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)419,113,268.0
- RAUM (discretionary)419,113,268.0
- Actionable assets31,998,389.0
- Accounts (total)26.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM14,681,465.0
- HNW AUM17,316,924.0