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)164,611,682.0
- RAUM (discretionary)163,051,133.0
- Actionable assets86,152,292.0
- Accounts (total)714.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM217,837.0
- HNW AUM84,071,048.0