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)295,517,793.0
- RAUM (discretionary)295,517,793.0
- Actionable assets201,233,143.0
- Accounts (total)655.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM678,106.0
- HNW AUM194,873,497.0