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)895,119,966.0
- RAUM (discretionary)895,119,966.0
- Actionable assets703,213,799.0
- Accounts (total)1,950.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,389,702.0
- Charitable AUM0.0
- HNW AUM686,021,268.0