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)559,270,765.0
- RAUM (discretionary)559,270,765.0
- Actionable assets258,091,403.0
- Accounts (total)3,654.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM1,780,856.0
- HNW AUM256,310,547.0