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)505,014,157.0
- RAUM (discretionary)447,169,341.0
- Actionable assets360,401,780.0
- Accounts (total)1,410.0
Institutional Clients
- Government AUM0.0
- Pension AUM67,911,976.0
- Charitable AUM1,081,425.0
- HNW AUM279,666,572.0