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)297,148,001.0
- RAUM (discretionary)266,510,924.0
- Actionable assets145,738,202.0
- Accounts (total)1,712.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,497,832.0
- HNW AUM140,433,443.0