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)214,379,993.0
- RAUM (discretionary)214,379,993.0
- Actionable assets213,288,905.0
- Accounts (total)303.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,637,912.0
- HNW AUM191,014,878.0