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)230,656,452.0
- RAUM (discretionary)230,656,452.0
- Actionable assets112,054,639.0
- Accounts (total)739.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,764,848.0
- HNW AUM104,896,700.0