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)465,026,622.0
- RAUM (discretionary)457,986,436.0
- Actionable assets377,600,633.0
- Accounts (total)1,320.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,280,906.0
- Charitable AUM4,402,542.0
- HNW AUM366,381,055.0