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)187,298,086.0
- RAUM (discretionary)183,503,300.0
- Actionable assets90,727,536.0
- Accounts (total)887.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,996,671.0
- HNW AUM84,730,865.0