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)530,300,621.0
- RAUM (discretionary)530,300,621.0
- Actionable assets506,728,315.0
- Accounts (total)915.0
Institutional Clients
- Government AUM0.0
- Pension AUM62,454,155.0
- Charitable AUM19,062,756.0
- HNW AUM400,149,908.0