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)944,052,553.0
- RAUM (discretionary)937,487,745.0
- Actionable assets585,093,864.0
- Accounts (total)4,004.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM23,812,854.0
- HNW AUM561,281,010.0