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)638,921,337.0
- RAUM (discretionary)625,638,920.0
- Actionable assets619,901,180.0
- Accounts (total)680.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM20,735,838.0
- HNW AUM595,508,327.0