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)349,507,379.0
- RAUM (discretionary)305,996,565.0
- Actionable assets287,872,215.0
- Accounts (total)875.0
Institutional Clients
- Government AUM0.0
- Pension AUM71,160,125.0
- Charitable AUM2,695,948.0
- HNW AUM203,292,273.0