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)909,478,703.0
- RAUM (discretionary)569,150,826.0
- Actionable assets160,489,040.0
- Accounts (total)4,245.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,758,972.0
- Charitable AUM2,191,236.0
- HNW AUM145,753,837.0