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)536,968,401.0
- RAUM (discretionary)536,968,401.0
- Actionable assets491,549,992.0
- Accounts (total)467.0
Institutional Clients
- Government AUM0.0
- Pension AUM26,011,414.0
- Charitable AUM91,035,782.0
- HNW AUM351,121,504.0