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)211,689,342.0
- RAUM (discretionary)211,689,342.0
- Actionable assets88,351,647.0
- Accounts (total)546.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM16,409,193.0
- HNW AUM71,942,454.0