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)638,589,120.0
- RAUM (discretionary)638,589,120.0
- Actionable assets489,759,558.0
- Accounts (total)1,103.0
Institutional Clients
- Government AUM0.0
- Pension AUM43,270,873.0
- Charitable AUM0.0
- HNW AUM446,488,685.0