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)347,974,567.0
- RAUM (discretionary)168,963,635.0
- Actionable assets345,973,398.0
- Accounts (total)191.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM822,996.0
- HNW AUM345,150,402.0