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)322,112,912.0
- RAUM (discretionary)307,389,611.0
- Actionable assets300,365,750.0
- Accounts (total)549.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,793,357.0
- Charitable AUM0.0
- HNW AUM283,068,385.0