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)315,789,000.0
- RAUM (discretionary)315,789,000.0
- Actionable assets233,584,000.0
- Accounts (total)1,526.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,752,000.0
- Charitable AUM0.0
- HNW AUM217,832,000.0