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)803,657,019.0
- RAUM (discretionary)803,657,019.0
- Actionable assets622,988,641.0
- Accounts (total)1,769.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,695,599.0
- Charitable AUM81,992.0
- HNW AUM429,435,204.0