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)601,243,175.0
- RAUM (discretionary)586,655,715.0
- Actionable assets267,272,477.0
- Accounts (total)2,712.0
Institutional Clients
- Government AUM0.0
- Pension AUM265,998.0
- Charitable AUM0.0
- HNW AUM267,006,479.0