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)649,737,846.0
- RAUM (discretionary)607,457,561.0
- Actionable assets649,737,846.0
- Accounts (total)397.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM15,725,162.0
- HNW AUM124,397,610.0