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)295,354,080.0
- RAUM (discretionary)294,652,880.0
- Actionable assets78,517,195.0
- Accounts (total)1,727.0
Institutional Clients
- Government AUM0.0
- Pension AUM701,200.0
- Charitable AUM0.0
- HNW AUM77,815,995.0