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)633,814,776.0
- RAUM (discretionary)631,199,921.0
- Actionable assets362,781,049.0
- Accounts (total)2,990.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,739,281.0
- Charitable AUM68,289,361.0
- HNW AUM279,976,883.0