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)593,043,749.0
- RAUM (discretionary)582,656,543.0
- Actionable assets366,201,197.0
- Accounts (total)2,449.0
Institutional Clients
- Government AUM0.0
- Pension AUM21,811,825.0
- Charitable AUM9,164,286.0
- HNW AUM306,326,951.0