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)938,736,455.0
- RAUM (discretionary)933,426,906.0
- Actionable assets865,909,906.0
- Accounts (total)1,072.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,352,486.0
- Charitable AUM7,881,496.0
- HNW AUM842,376,633.0