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)514,203,877.0
- RAUM (discretionary)472,752,234.0
- Actionable assets399,579,761.0
- Accounts (total)2,062.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM9,099,616.0
- HNW AUM365,897,016.0