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)520,975,970.0
- RAUM (discretionary)520,975,970.0
- Actionable assets468,603,310.0
- Accounts (total)1,012.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,961,062.0
- Charitable AUM14,975,838.0
- HNW AUM404,789,636.0