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)328,542,172.0
- RAUM (discretionary)328,542,172.0
- Actionable assets252,756,729.0
- Accounts (total)370.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,495,057.0
- Charitable AUM981.0
- HNW AUM226,961,261.0