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)920,688,699.0
- RAUM (discretionary)919,264,760.0
- Actionable assets913,458,847.0
- Accounts (total)356.0
Institutional Clients
- Government AUM0.0
- Pension AUM25,490,097.0
- Charitable AUM4,367,419.0
- HNW AUM873,705,100.0