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)365,514,737.0
- RAUM (discretionary)319,952,378.0
- Actionable assets348,977,512.0
- Accounts (total)85.0
Institutional Clients
- Government AUM6,729,162.0
- Pension AUM45,582,999.0
- Charitable AUM71,410,424.0
- HNW AUM213,542,939.0