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)456,940,000.0
- RAUM (discretionary)456,919,600.0
- Actionable assets417,406,100.0
- Accounts (total)821.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,792,500.0
- HNW AUM398,104,900.0