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)388,829,076.0
- RAUM (discretionary)347,062,283.0
- Actionable assets366,237,567.0
- Accounts (total)758.0
Institutional Clients
- Government AUM0.0
- Pension AUM41,766,793.0
- Charitable AUM1,465,764.0
- HNW AUM323,005,010.0