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)218,548,065.0
- RAUM (discretionary)218,548,065.0
- Actionable assets123,216,231.0
- Accounts (total)988.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM717,559.0
- HNW AUM122,128,410.0