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)308,092,194.0
- RAUM (discretionary)283,034,707.0
- Actionable assets238,777,286.0
- Accounts (total)896.0
Institutional Clients
- Government AUM0.0
- Pension AUM383,612.0
- Charitable AUM0.0
- HNW AUM220,019,595.0