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)853,805,405.0
- RAUM (discretionary)853,805,405.0
- Actionable assets751,863,157.0
- Accounts (total)976.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,242,754.0
- Charitable AUM47,446,548.0
- HNW AUM675,222,871.0