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)345,669,463.0
- RAUM (discretionary)345,669,463.0
- Actionable assets330,277,567.0
- Accounts (total)72.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM4,617,333.0
- HNW AUM220,530,908.0