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)211,528,000.0
- RAUM (discretionary)36,545,000.0
- Actionable assets173,270,000.0
- Accounts (total)61.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,620,000.0
- HNW AUM157,650,000.0