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)324,676,105.0
- RAUM (discretionary)324,676,105.0
- Actionable assets187,243,699.0
- Accounts (total)567.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM77,366,228.0
- HNW AUM10,114,990.0