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)540,831,763.0
- RAUM (discretionary)525,732,300.0
- Actionable assets466,633,115.0
- Accounts (total)868.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM10,940,536.0
- HNW AUM451,747,035.0