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)250,080,209.0
- RAUM (discretionary)250,080,209.0
- Actionable assets27,308,235.0
- Accounts (total)2,525.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM716,313.0
- HNW AUM26,591,922.0