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)245,070,299.0
- RAUM (discretionary)244,526,340.0
- Actionable assets208,774,391.0
- Accounts (total)471.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,398,285.0
- HNW AUM203,376,106.0