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)317,243,074.0
- RAUM (discretionary)307,381,837.0
- Actionable assets290,450,822.0
- Accounts (total)374.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,327,714.0
- HNW AUM282,838,680.0