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)514,591,784.0
- RAUM (discretionary)451,791,537.0
- Actionable assets498,318,047.0
- Accounts (total)236.0
Institutional Clients
- Government AUM0.0
- Pension AUM594,333.0
- Charitable AUM19,549,701.0
- HNW AUM478,174,013.0