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)568,561,207.0
- RAUM (discretionary)568,561,207.0
- Actionable assets400,839,209.0
- Accounts (total)703.0
Institutional Clients
- Government AUM0.0
- Pension AUM63,270,330.0
- Charitable AUM15,779,306.0
- HNW AUM290,686,620.0