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)707,976,833.0
- RAUM (discretionary)707,976,833.0
- Actionable assets190,542,245.0
- Accounts (total)7,570.0
Institutional Clients
- Government AUM0.0
- Pension AUM22,133,186.0
- Charitable AUM0.0
- HNW AUM159,646,720.0