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)487,673,438.0
- RAUM (discretionary)483,576,320.0
- Actionable assets456,895,131.0
- Accounts (total)524.0
Institutional Clients
- Government AUM0.0
- Pension AUM154,562,670.0
- Charitable AUM0.0
- HNW AUM300,270,336.0