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)318,427,315.0
- RAUM (discretionary)318,427,315.0
- Actionable assets317,306,556.0
- Accounts (total)98.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM17,094,731.0
- HNW AUM291,115,988.0