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)440,800,000.0
- RAUM (discretionary)440,800,000.0
- Actionable assets216,800,000.0
- Accounts (total)1,356.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM800,000.0
- HNW AUM216,000,000.0