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)145,410,356.0
- RAUM (discretionary)145,410,356.0
- Actionable assets111,421,469.0
- Accounts (total)393.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM618,509.0
- HNW AUM70,597,121.0