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)332,665,171.0
- RAUM (discretionary)332,665,171.0
- Actionable assets206,852,444.0
- Accounts (total)929.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,089,354.0
- HNW AUM201,986,344.0