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)525,668,520.0
- RAUM (discretionary)446,473,607.0
- Actionable assets507,994,634.0
- Accounts (total)344.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM82,454,428.0
- HNW AUM241,260,986.0