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)668,704,485.0
- RAUM (discretionary)668,704,485.0
- Actionable assets424,344,820.0
- Accounts (total)1,897.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,725,525.0
- Charitable AUM0.0
- HNW AUM399,913,699.0