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)740,870,191.0
- RAUM (discretionary)313,476,548.0
- Actionable assets704,388,738.0
- Accounts (total)667.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,086.0
- Charitable AUM16,245,565.0
- HNW AUM638,868,706.0