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)438,144,994.0
- RAUM (discretionary)308,099,242.0
- Actionable assets360,558,506.0
- Accounts (total)821.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,175,207.0
- Charitable AUM11,137,806.0
- HNW AUM326,568,222.0