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)601,394,803.0
- RAUM (discretionary)601,365,207.0
- Actionable assets526,944,117.0
- Accounts (total)1,207.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM4,091,238.0
- HNW AUM502,184,443.0