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)463,314,011.0
- RAUM (discretionary)452,756,540.0
- Actionable assets441,100,087.0
- Accounts (total)406.0
Institutional Clients
- Government AUM0.0
- Pension AUM13,071,498.0
- Charitable AUM2,514,788.0
- HNW AUM299,821,690.0