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)393,589,232.0
- RAUM (discretionary)372,228,750.0
- Actionable assets350,656,354.0
- Accounts (total)528.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM74,010,240.0
- HNW AUM261,285,797.0