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)620,658,505.0
- RAUM (discretionary)620,658,505.0
- Actionable assets384,808,273.0
- Accounts (total)3,167.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,900,000.0
- HNW AUM381,908,273.0