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)722,956,251.0
- RAUM (discretionary)543,641,833.0
- Actionable assets694,866,815.0
- Accounts (total)2,113.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,022,569.0
- HNW AUM693,844,246.0