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)477,172,304.0
- RAUM (discretionary)435,445,677.0
- Actionable assets473,823,893.0
- Accounts (total)535.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,341,694.0
- Charitable AUM30,203,751.0
- HNW AUM433,278,448.0