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)384,236,117.0
- RAUM (discretionary)384,236,117.0
- Actionable assets322,919,381.0
- Accounts (total)1,078.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM915,638.0
- HNW AUM321,289,293.0