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)217,540,000.0
- RAUM (discretionary)217,540,000.0
- Actionable assets198,831,000.0
- Accounts (total)337.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,978,000.0
- Charitable AUM1,225,000.0
- HNW AUM186,588,000.0