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)437,700,139.0
- RAUM (discretionary)389,427,447.0
- Actionable assets357,159,225.0
- Accounts (total)1,113.0
Institutional Clients
- Government AUM0.0
- Pension AUM21,648,216.0
- Charitable AUM0.0
- HNW AUM286,668,157.0