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)192,666,673.0
- RAUM (discretionary)192,666,673.0
- Actionable assets101,805,930.0
- Accounts (total)746.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,364,759.0
- HNW AUM99,441,171.0