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)1,168,234,280.0
- RAUM (discretionary)0.0
- Actionable assets583,213,672.0
- Accounts (total)2,559.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,173,539.0
- HNW AUM558,671,473.0