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)518,196,197.0
- RAUM (discretionary)499,720,080.0
- Actionable assets125,374,950.0
- Accounts (total)454.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM33,242,606.0
- HNW AUM92,132,344.0