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)787,269,029.0
- RAUM (discretionary)765,760,799.0
- Actionable assets692,206,467.0
- Accounts (total)1,320.0
Institutional Clients
- Government AUM0.0
- Pension AUM20,606,524.0
- Charitable AUM14,611,994.0
- HNW AUM655,504,638.0