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)464,769,729.0
- RAUM (discretionary)438,881,341.0
- Actionable assets464,769,729.0
- Accounts (total)360.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM36,917,567.0
- HNW AUM162,540,122.0