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)446,762,291.0
- RAUM (discretionary)437,129,516.0
- Actionable assets391,371,466.0
- Accounts (total)889.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,059,293.0
- Charitable AUM13,447,528.0
- HNW AUM327,717,888.0