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)850,193,840.0
- RAUM (discretionary)707,221,692.0
- Actionable assets843,522,593.0
- Accounts (total)601.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM182,668,253.0
- HNW AUM333,612,732.0