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)320,546,673.0
- RAUM (discretionary)320,378,286.0
- Actionable assets173,969,812.0
- Accounts (total)653.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM2,409,462.0
- HNW AUM170,485,194.0