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)567,526,432.0
- RAUM (discretionary)556,298,732.0
- Actionable assets374,714,324.0
- Accounts (total)1,110.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM48,015,396.0
- HNW AUM326,157,580.0