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)260,123,497.0
- RAUM (discretionary)260,123,497.0
- Actionable assets259,777,747.0
- Accounts (total)22.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM20,438,670.0
- HNW AUM239,339,077.0