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)603,847,208.0
- RAUM (discretionary)573,208,813.0
- Actionable assets543,900,403.0
- Accounts (total)1,995.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,720,653.0
- Charitable AUM754,411.0
- HNW AUM523,425,339.0