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)356,959,178.0
- RAUM (discretionary)356,959,178.0
- Actionable assets258,660,035.0
- Accounts (total)938.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,541,674.0
- HNW AUM257,118,361.0