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)687,890,751.0
- RAUM (discretionary)687,890,751.0
- Actionable assets676,639,925.0
- Accounts (total)351.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM89,171,156.0
- HNW AUM587,468,769.0