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)364,338,384.0
- RAUM (discretionary)364,338,384.0
- Actionable assets148,027,226.0
- Accounts (total)968.0
Institutional Clients
- Government AUM0.0
- Pension AUM585,941.0
- Charitable AUM—
- HNW AUM143,344,459.0