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)226,110,084.0
- RAUM (discretionary)147,492,527.0
- Actionable assets217,346,178.0
- Accounts (total)249.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM7,106,524.0
- HNW AUM210,239,654.0