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)203,789,276.0
- RAUM (discretionary)187,062,854.0
- Actionable assets200,186,119.0
- Accounts (total)159.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM25,755,551.0
- HNW AUM153,905,992.0