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)696,841,721.0
- RAUM (discretionary)696,841,721.0
- Actionable assets676,919,825.0
- Accounts (total)157.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM54,921,639.0
- HNW AUM350,045,164.0