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)190,723,496.0
- RAUM (discretionary)190,723,496.0
- Actionable assets113,474,246.0
- Accounts (total)867.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM116,163.0
- HNW AUM112,733,483.0