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)651,008,144.0
- RAUM (discretionary)563,592,354.0
- Actionable assets525,876,260.0
- Accounts (total)1,315.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,100,205.0
- Charitable AUM5,269,554.0
- HNW AUM495,817,795.0