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)350,764,864.0
- RAUM (discretionary)319,475,209.0
- Actionable assets292,473,629.0
- Accounts (total)827.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM256,355.0
- HNW AUM290,700,245.0