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)569,935,884.0
- RAUM (discretionary)346,253,057.0
- Actionable assets353,192,994.0
- Accounts (total)1,629.0
Institutional Clients
- Government AUM0.0
- Pension AUM37,304.0
- Charitable AUM9,137,895.0
- HNW AUM343,389,916.0