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)26,734,711.0
- RAUM (discretionary)24,526,638.0
- Actionable assets18,481,362.0
- Accounts (total)55.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,361,528.0
- HNW AUM17,115,225.0