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)685,425,804.0
- RAUM (discretionary)661,752,688.0
- Actionable assets655,963,457.0
- Accounts (total)859.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM500,000.0
- HNW AUM655,463,457.0