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)291,303,842.0
- RAUM (discretionary)291,303,842.0
- Actionable assets231,715,561.0
- Accounts (total)524.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM302,954.0
- HNW AUM231,356,034.0