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)619,530,659.0
- RAUM (discretionary)500,149,821.0
- Actionable assets384,959,083.0
- Accounts (total)1,776.0
Institutional Clients
- Government AUM0.0
- Pension AUM62,210,039.0
- Charitable AUM3,836,526.0
- HNW AUM292,931,735.0