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)969,825,114.0
- RAUM (discretionary)606,680,081.0
- Actionable assets843,451,522.0
- Accounts (total)1,500.0
Institutional Clients
- Government AUM0.0
- Pension AUM353,623,892.0
- Charitable AUM3,251,368.0
- HNW AUM348,825,893.0