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)141,463,083.0
- RAUM (discretionary)136,485,816.0
- Actionable assets106,971,302.0
- Accounts (total)1,049.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM574,694.0
- HNW AUM100,852,965.0