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)899,074,796.0
- RAUM (discretionary)856,097,713.0
- Actionable assets851,185,006.0
- Accounts (total)688.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,175,920.0
- Charitable AUM57,426,659.0
- HNW AUM702,674,225.0