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)340,850,820.0
- RAUM (discretionary)311,787,201.0
- Actionable assets253,054,718.0
- Accounts (total)1,169.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM46,406,437.0
- HNW AUM197,880,269.0