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)863,216,943.0
- RAUM (discretionary)863,216,943.0
- Actionable assets823,322,456.0
- Accounts (total)248.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM9,945,597.0
- HNW AUM813,376,859.0