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)322,074,750.0
- RAUM (discretionary)321,746,109.0
- Actionable assets218,119,961.0
- Accounts (total)1,139.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM372,301.0
- HNW AUM188,278,494.0