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)657,022,630.0
- RAUM (discretionary)648,421,389.0
- Actionable assets591,268,214.0
- Accounts (total)906.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,711,755.0
- Charitable AUM16,978,735.0
- HNW AUM540,486,421.0