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)341,919,260.0
- RAUM (discretionary)313,286,601.0
- Actionable assets300,633,687.0
- Accounts (total)514.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,340,688.0
- Charitable AUM1,842,378.0
- HNW AUM271,074,872.0