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)361,708,421.0
- RAUM (discretionary)339,522,938.0
- Actionable assets319,233,005.0
- Accounts (total)770.0
Institutional Clients
- Government AUM0.0
- Pension AUM358,082.0
- Charitable AUM1,080,336.0
- HNW AUM312,602,370.0