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)692,701,513.0
- RAUM (discretionary)683,995,396.0
- Actionable assets668,912,391.0
- Accounts (total)386.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,963,958.0
- Charitable AUM111,742,642.0
- HNW AUM540,231,985.0