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)546,222,099.0
- RAUM (discretionary)535,506,293.0
- Actionable assets417,618,359.0
- Accounts (total)1,257.0
Institutional Clients
- Government AUM0.0
- Pension AUM515,437.0
- Charitable AUM891,309.0
- HNW AUM396,645,907.0