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)554,338,160.0
- RAUM (discretionary)554,338,160.0
- Actionable assets465,914,569.0
- Accounts (total)2,586.0
Institutional Clients
- Government AUM0.0
- Pension AUM12,752,566.0
- Charitable AUM0.0
- HNW AUM447,921,446.0