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)320,096,899.0
- RAUM (discretionary)320,096,899.0
- Actionable assets319,354,525.0
- Accounts (total)57.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM6,371,967.0
- HNW AUM312,982,558.0