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)793,767,400.0
- RAUM (discretionary)698,918,508.0
- Actionable assets769,988,674.0
- Accounts (total)502.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM86,589,496.0
- HNW AUM628,800,130.0