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)387,095,813.0
- RAUM (discretionary)385,075,899.0
- Actionable assets274,561,422.0
- Accounts (total)940.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,021,242.0
- Charitable AUM0.0
- HNW AUM269,693,065.0