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)801,637,420.0
- RAUM (discretionary)801,637,420.0
- Actionable assets443,108,320.0
- Accounts (total)2,950.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,958,052.0
- Charitable AUM16,249,145.0
- HNW AUM411,901,123.0