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)484,972,447.0
- RAUM (discretionary)484,552,413.0
- Actionable assets465,480,314.0
- Accounts (total)516.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,611,905.0
- Charitable AUM92,780,253.0
- HNW AUM342,729,146.0