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)730,154,643.0
- RAUM (discretionary)730,154,643.0
- Actionable assets571,913,806.0
- Accounts (total)4,118.0
Institutional Clients
- Government AUM0.0
- Pension AUM90,565,101.0
- Charitable AUM56,000,456.0
- HNW AUM413,729,247.0