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)112,886,000.0
- RAUM (discretionary)83,153,000.0
- Actionable assets75,717,000.0
- Accounts (total)1,591.0
Institutional Clients
- Government AUM—
- Pension AUM33,391,000.0
- Charitable AUM—
- HNW AUM42,326,000.0