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)573,230,881.0
- RAUM (discretionary)573,230,881.0
- Actionable assets569,723,218.0
- Accounts (total)128.0
Institutional Clients
- Government AUM0.0
- Pension AUM304,457.0
- Charitable AUM80,976,641.0
- HNW AUM321,948,154.0