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)665,989,896.0
- RAUM (discretionary)665,989,896.0
- Actionable assets509,683,741.0
- Accounts (total)2,985.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM0.0
- HNW AUM506,523,401.0