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)170,271,012.0
- RAUM (discretionary)152,428,540.0
- Actionable assets133,635,861.0
- Accounts (total)1,024.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,842,472.0
- Charitable AUM3,423,230.0
- HNW AUM112,370,159.0