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)776,175,833.0
- RAUM (discretionary)768,233,443.0
- Actionable assets516,680,560.0
- Accounts (total)3,881.0
Institutional Clients
- Government AUM0.0
- Pension AUM73,041,208.0
- Charitable AUM6,429,033.0
- HNW AUM433,762,624.0