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)698,229,909.0
- RAUM (discretionary)696,990,101.0
- Actionable assets404,826,528.0
- Accounts (total)2,245.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,196,438.0
- Charitable AUM17,274,739.0
- HNW AUM385,305,573.0