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)225,885,389.0
- RAUM (discretionary)225,885,389.0
- Actionable assets105,251,161.0
- Accounts (total)1,818.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM9,648,978.0
- HNW AUM93,983,331.0