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)145,940,068.0
- RAUM (discretionary)119,207,818.0
- Actionable assets91,379,412.0
- Accounts (total)589.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM896,570.0
- HNW AUM90,482,842.0