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)411,125,617.0
- RAUM (discretionary)391,934,276.0
- Actionable assets383,068,221.0
- Accounts (total)185.0
Institutional Clients
- Government AUM0.0
- Pension AUM289,042,629.0
- Charitable AUM9,184,978.0
- HNW AUM84,840,614.0