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)782,800,493.0
- RAUM (discretionary)779,397,645.0
- Actionable assets737,999,093.0
- Accounts (total)273.0
Institutional Clients
- Government AUM0.0
- Pension AUM36,108,695.0
- Charitable AUM2,347,441.0
- HNW AUM699,542,957.0