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)346,919,733.0
- RAUM (discretionary)332,331,097.0
- Actionable assets279,224,350.0
- Accounts (total)945.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,896,196.0
- HNW AUM266,566,524.0