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)963,378,524.0
- RAUM (discretionary)907,467,451.0
- Actionable assets703,099,824.0
- Accounts (total)900.0
Institutional Clients
- Government AUM0.0
- Pension AUM68,620,349.0
- Charitable AUM51,615,139.0
- HNW AUM569,086,217.0