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)308,706,394.0
- RAUM (discretionary)301,551,112.0
- Actionable assets136,601,822.0
- Accounts (total)1,898.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,155,282.0
- Charitable AUM0.0
- HNW AUM84,733,837.0