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)860,227,526.0
- RAUM (discretionary)860,227,526.0
- Actionable assets344,711,381.0
- Accounts (total)2,872.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM33,673.0
- HNW AUM335,688,819.0