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)614,000,000.0
- RAUM (discretionary)614,000,000.0
- Actionable assets510,000,000.0
- Accounts (total)1,436.0
Institutional Clients
- Government AUM—
- Pension AUM26,000,000.0
- Charitable AUM2,000,000.0
- HNW AUM300,000,000.0