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)765,458,126.0
- RAUM (discretionary)742,263,937.0
- Actionable assets388,381,628.0
- Accounts (total)1,795.0
Institutional Clients
- Government AUM0.0
- Pension AUM30,079,774.0
- Charitable AUM2,844,265.0
- HNW AUM354,332,943.0