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)323,442,194.0
- RAUM (discretionary)322,187,172.0
- Actionable assets259,217,897.0
- Accounts (total)829.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,779,276.0
- Charitable AUM0.0
- HNW AUM257,438,621.0