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)226,993,511.0
- RAUM (discretionary)221,532,435.0
- Actionable assets222,868,552.0
- Accounts (total)155.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM24,430,696.0
- HNW AUM198,437,856.0