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)186,783,489.0
- RAUM (discretionary)186,783,489.0
- Actionable assets140,117,097.0
- Accounts (total)667.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,133,510.0
- HNW AUM136,341,612.0