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)140,487,276.0
- RAUM (discretionary)140,487,276.0
- Actionable assets93,559,012.0
- Accounts (total)524.0
Institutional Clients
- Government AUM0.0
- Pension AUM280.0
- Charitable AUM55,221.0
- HNW AUM93,503,511.0