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)243,389,758.0
- RAUM (discretionary)118,285,091.0
- Actionable assets136,121,337.0
- Accounts (total)263.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM7,259,476.0
- HNW AUM4,614,078.0