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)937,738,179.0
- RAUM (discretionary)937,738,179.0
- Actionable assets148,140,745.0
- Accounts (total)383.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,362,370.0
- HNW AUM43,306,260.0