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)301,249,305.0
- RAUM (discretionary)285,189,090.0
- Actionable assets173,693,967.0
- Accounts (total)901.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM428,558.0
- HNW AUM173,265,409.0