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)567,437,959.0
- RAUM (discretionary)199,085,027.0
- Actionable assets340,378,047.0
- Accounts (total)1,377.0
Institutional Clients
- Government AUM0.0
- Pension AUM92,989,187.0
- Charitable AUM55,337,676.0
- HNW AUM191,163,296.0