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)530,409,076.0
- RAUM (discretionary)530,409,076.0
- Actionable assets405,701,443.0
- Accounts (total)1,298.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,186,844.0
- Charitable AUM55,047,210.0
- HNW AUM345,271,468.0