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)421,093,989.0
- RAUM (discretionary)361,417,618.0
- Actionable assets401,562,790.0
- Accounts (total)192.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM11,002,649.0
- HNW AUM390,560,141.0