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)505,337,142.0
- RAUM (discretionary)469,814,209.0
- Actionable assets394,154,987.0
- Accounts (total)892.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,683,923.0
- Charitable AUM0.0
- HNW AUM356,486,662.0