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)687,679,354.0
- RAUM (discretionary)668,903,744.0
- Actionable assets624,508,928.0
- Accounts (total)1,020.0
Institutional Clients
- Government AUM0.0
- Pension AUM134,757.0
- Charitable AUM3,082,004.0
- HNW AUM621,292,167.0