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)649,043,048.0
- RAUM (discretionary)615,893,567.0
- Actionable assets559,148,359.0
- Accounts (total)1,340.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,065,481.0
- Charitable AUM6,120,339.0
- HNW AUM296,804,954.0