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)267,053,000.0
- RAUM (discretionary)72,603,000.0
- Actionable assets208,496,000.0
- Accounts (total)302.0
Institutional Clients
- Government AUM—
- Pension AUM128,496,000.0
- Charitable AUM—
- HNW AUM50,000,000.0