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)772,570,633.0
- RAUM (discretionary)712,711,094.0
- Actionable assets593,366,764.0
- Accounts (total)1,747.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM731,533.0
- HNW AUM530,652,156.0