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)342,645,368.0
- RAUM (discretionary)342,645,368.0
- Actionable assets340,571,755.0
- Accounts (total)248.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,225,550.0
- HNW AUM339,346,205.0