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)680,078,217.0
- RAUM (discretionary)563,836,273.0
- Actionable assets525,065,066.0
- Accounts (total)1,825.0
Institutional Clients
- Government AUM0.0
- Pension AUM131,433,034.0
- Charitable AUM4,054,948.0
- HNW AUM339,476,046.0