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)570,312,667.0
- RAUM (discretionary)570,312,667.0
- Actionable assets488,190,576.0
- Accounts (total)1,282.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,579,561.0
- Charitable AUM0.0
- HNW AUM479,570,253.0