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)378,205,884.0
- RAUM (discretionary)362,940,320.0
- Actionable assets233,326,919.0
- Accounts (total)1,930.0
Institutional Clients
- Government AUM0.0
- Pension AUM35,223,909.0
- Charitable AUM7,240,870.0
- HNW AUM185,684,129.0