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)352,257,255.0
- RAUM (discretionary)324,839,158.0
- Actionable assets339,263,594.0
- Accounts (total)338.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,324,855.0
- Charitable AUM8,220,343.0
- HNW AUM320,535,838.0