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)534,664,000.0
- RAUM (discretionary)534,664,000.0
- Actionable assets405,988,000.0
- Accounts (total)1,238.0
Institutional Clients
- Government AUM—
- Pension AUM5,551,000.0
- Charitable AUM—
- HNW AUM400,437,000.0