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)496,086,621.0
- RAUM (discretionary)459,847,021.0
- Actionable assets493,264,366.0
- Accounts (total)89.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM76,311,882.0
- HNW AUM371,414,102.0