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)646,804,888.0
- RAUM (discretionary)636,496,018.0
- Actionable assets436,264,784.0
- Accounts (total)1,972.0
Institutional Clients
- Government AUM0.0
- Pension AUM41,020,476.0
- Charitable AUM4,228,644.0
- HNW AUM381,666,233.0