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)333,483,495.0
- RAUM (discretionary)326,052,183.0
- Actionable assets251,812,448.0
- Accounts (total)1,093.0
Institutional Clients
- Government AUM0.0
- Pension AUM96,942,765.0
- Charitable AUM2,715,874.0
- HNW AUM151,997,616.0