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)974,375,088.0
- RAUM (discretionary)927,627,623.0
- Actionable assets885,929,543.0
- Accounts (total)1,390.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,537,476.0
- Charitable AUM5,974,781.0
- HNW AUM838,084,763.0