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)104,138,526.0
- RAUM (discretionary)96,906,262.0
- Actionable assets40,379,152.0
- Accounts (total)466.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM25,290.0
- HNW AUM40,353,862.0