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)440,463,318.0
- RAUM (discretionary)413,359,064.0
- Actionable assets395,228,791.0
- Accounts (total)759.0
Institutional Clients
- Government AUM5,440,365.0
- Pension AUM49,063,472.0
- Charitable AUM34,538,225.0
- HNW AUM296,067,052.0