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)625,203,027.0
- RAUM (discretionary)589,721,187.0
- Actionable assets529,393,615.0
- Accounts (total)1,798.0
Institutional Clients
- Government AUM0.0
- Pension AUM21,105,492.0
- Charitable AUM1,752,147.0
- HNW AUM505,157,493.0