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)703,445,900.0
- RAUM (discretionary)702,505,100.0
- Actionable assets465,556,000.0
- Accounts (total)3,609.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,726,000.0
- Charitable AUM4,780,400.0
- HNW AUM445,862,300.0