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)577,862,485.0
- RAUM (discretionary)577,822,545.0
- Actionable assets568,679,395.0
- Accounts (total)309.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM17,967,383.0
- HNW AUM549,111,189.0