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)894,040,381.0
- RAUM (discretionary)673,225,257.0
- Actionable assets146,277,597.0
- Accounts (total)3,424.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,531,971.0
- HNW AUM126,800,234.0