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)338,212,341.0
- RAUM (discretionary)337,617,802.0
- Actionable assets328,092,706.0
- Accounts (total)225.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM52,278,457.0
- HNW AUM261,279,411.0