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)822,755,662.0
- RAUM (discretionary)800,426,431.0
- Actionable assets822,755,662.0
- Accounts (total)1,039.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM45,109,307.0
- HNW AUM495,964,486.0