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)504,925,941.0
- RAUM (discretionary)503,097,393.0
- Actionable assets462,847,268.0
- Accounts (total)527.0
Institutional Clients
- Government AUM0.0
- Pension AUM30,398,567.0
- Charitable AUM0.0
- HNW AUM432,448,701.0