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)732,763,918.0
- RAUM (discretionary)720,328,004.0
- Actionable assets584,250,321.0
- Accounts (total)1,338.0
Institutional Clients
- Government AUM0.0
- Pension AUM295,695,679.0
- Charitable AUM17,597,594.0
- HNW AUM250,585,317.0