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)306,228,266.0
- RAUM (discretionary)305,999,139.0
- Actionable assets232,092,252.0
- Accounts (total)943.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM85,133.0
- HNW AUM232,007,119.0