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)709,511,444.0
- RAUM (discretionary)683,561,746.0
- Actionable assets124,194,954.0
- Accounts (total)152.0
Institutional Clients
- Government AUM13,781,992.0
- Pension AUM0.0
- Charitable AUM117,334.0
- HNW AUM77,203,648.0