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)583,151,358.0
- RAUM (discretionary)583,151,358.0
- Actionable assets556,684,443.0
- Accounts (total)594.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,547,255.0
- Charitable AUM105,301,454.0
- HNW AUM430,074,270.0