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)560,401,982.0
- RAUM (discretionary)546,496,447.0
- Actionable assets450,172,202.0
- Accounts (total)1,723.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,635,736.0
- Charitable AUM6,160,952.0
- HNW AUM437,339,586.0