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)240,303,428.0
- RAUM (discretionary)236,195,326.0
- Actionable assets154,555,415.0
- Accounts (total)453.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,307,001.0
- HNW AUM136,901,886.0