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)707,201,299.0
- RAUM (discretionary)657,459,877.0
- Actionable assets625,594,589.0
- Accounts (total)717.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,014,883.0
- Charitable AUM0.0
- HNW AUM534,941,454.0