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)751,123,641.0
- RAUM (discretionary)720,923,563.0
- Actionable assets682,027,043.0
- Accounts (total)994.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,822,655.0
- Charitable AUM4,757,509.0
- HNW AUM643,580,907.0