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)139,558,385.0
- RAUM (discretionary)103,374,701.0
- Actionable assets129,702,589.0
- Accounts (total)196.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,538,975.0
- HNW AUM126,163,614.0