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)205,080,744.0
- RAUM (discretionary)34,431,032.0
- Actionable assets201,698,058.0
- Accounts (total)121.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM9,994,333.0
- HNW AUM19,552,544.0