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)300,230,116.0
- RAUM (discretionary)297,827,457.0
- Actionable assets131,064,550.0
- Accounts (total)2,027.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM7,972,017.0
- HNW AUM122,553,126.0