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)373,856,384.0
- RAUM (discretionary)346,610,043.0
- Actionable assets281,601,074.0
- Accounts (total)1,434.0
Institutional Clients
- Government AUM0.0
- Pension AUM13,785,184.0
- Charitable AUM0.0
- HNW AUM259,750,695.0