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)383,019,477.0
- RAUM (discretionary)359,587,234.0
- Actionable assets364,353,772.0
- Accounts (total)941.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,650,786.0
- Charitable AUM0.0
- HNW AUM359,702,986.0