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)686,430,353.0
- RAUM (discretionary)624,992,610.0
- Actionable assets639,975,128.0
- Accounts (total)1,157.0
Institutional Clients
- Government AUM0.0
- Pension AUM23,765,515.0
- Charitable AUM29,087,850.0
- HNW AUM587,121,763.0