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)573,982,951.0
- RAUM (discretionary)573,982,951.0
- Actionable assets499,337,389.0
- Accounts (total)807.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM76,143,094.0
- HNW AUM422,356,278.0