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)621,960,531.0
- RAUM (discretionary)594,719,602.0
- Actionable assets565,979,379.0
- Accounts (total)787.0
Institutional Clients
- Government AUM0.0
- Pension AUM35,515,019.0
- Charitable AUM264,227,323.0
- HNW AUM266,237,037.0