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)433,835,344.0
- RAUM (discretionary)401,385,950.0
- Actionable assets278,756,564.0
- Accounts (total)2,622.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,697,183.0
- HNW AUM277,059,137.0