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)545,639,585.0
- RAUM (discretionary)535,393,403.0
- Actionable assets531,667,193.0
- Accounts (total)497.0
Institutional Clients
- Government AUM0.0
- Pension AUM401,534.0
- Charitable AUM3,870,585.0
- HNW AUM527,394,533.0