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)223,449,930.0
- RAUM (discretionary)223,449,930.0
- Actionable assets197,600,019.0
- Accounts (total)930.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,842,424.0
- HNW AUM195,757,595.0